KeyBank National Association
SGRY icon

KeyBank National Association’s Surgery Partners SGRY Stock Holding History

KeyBank National Association’s Portfolio SGRY Stock Details SGRY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-32,098
Closed -$695K – 1236
2025
Q3 		$695K Buy
+32,098
New +$716K ﹤0.01% 666

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Pentwater Capital Management
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UBS Group
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Vanguard Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

KeyBank National Association's SGRY Position: Q4 2025 in Review

KeyBank National Association sold out of Surgery Partners (SGRY) in Q4 2025, closing a stake of 32,098 shares — an estimated $695K sold.

KeyBank National Association first reported a position in SGRY in Q3 2025 and held it in 1 quarter. The position peaked at $695K in Q3 2025. 181 funds tracked by Wall St. Rank hold SGRY as of Q4 2025.

  • KeyBank National Association reported no remaining Surgery Partners position as of Q4 2025 after selling out during the quarter.
  • KeyBank National Association sold 32,098 Surgery Partners shares in Q4 2025, an estimated $695K.
  • KeyBank National Association first reported a position in Surgery Partners in Q3 2025 and held it in 1 quarter.
  • KeyBank National Association's Surgery Partners position peaked at $695K in Q3 2025.
  • 181 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2025.

Based on KeyBank National Association's 13F filing for Q4 2025, filed 30 Jan 2026.