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Portfolio (Quarterly) Guide ↗

KEYBANK NATIONAL ASSOCIATION/OH

· CIK 0001089877
13F Portfolio $30.4B AUM 2,147 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 140 New 575 Added 445 Reduced 65 Exited
Page 10 of 29  ·  575 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ITOT ISHARES TR 15,691.0 $2.6M 0.01% +380.0 +2.5% $164.27 +2.3%
182 XLB SELECT SECTOR SPDR TR 50,501.0 $2.6M 0.01% +439.0 +0.9% $50.83 +5.3%
183 BNS BANK NOVA SCOTIA B C Financial Services 29,496.0 $2.6M 0.01% +4K +15.8% $86.84 +0.8%
184 MGK VANGUARD WORLD FD 28,658.0 $2.5M 0.01% +24K +455.9% $87.91 +1.2%
185 ROST ROSS STORES INC Consumer Cyclical 11,755.0 $2.5M 0.01% +3K +33.9% $212.85 +12.3%
186 MPWR MONOLITHIC PWR SYS INC Technology 1,792.0 $2.5M 0.01% +79.0 +4.6% $1382.35 -4.8%
187 VBR VANGUARD INDEX FDS 10,193.0 $2.5M 0.01% +470.0 +4.8% $242.99 +2.5%
188 MCHP MICROCHIP TECHNOLOGY INC. Technology 27,152.0 $2.5M 0.01% +14K +101.7% $91.20 -16.6%
189 TD TORONTO DOMINION BK ONT Financial Services 19,986.0 $2.4M 0.01% +5K +29.6% $121.43 -3.5%
190 AON AON PLC Financial Services 7,167.0 $2.4M 0.01% +123.0 +1.8% $331.69 +7.1%
191 BHP BHP BILLITON LIMITED Basic Materials 28,365.0 $2.4M 0.01% +5K +20.1% $83.31 +16.5%
192 XLC SELECT SECTOR SPDR TR 21,543.0 $2.3M 0.01% +2K +12.0% $107.13 +4.0%
193 STT STATE STR CORP Financial Services 13,577.0 $2.3M 0.01% +2K +12.6% $169.60 +10.3%
194 UBS UBS GROUP AG Financial Services 46,204.0 $2.3M 0.01% +19K +70.4% $49.56 +7.5%
195 BMO BANK MONTREAL MEDIUM Financial Services 12,830.0 $2.3M 0.01% +1K +9.2% $176.70 -1.3%
196 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 95,804.0 $2.3M 0.01% +25K +35.1% $23.58 +6.2%
197 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 7,058.0 $2.2M 0.01% +185.0 +2.7% $317.53 -8.0%
198 BUNGE GLOBAL SA 20,632.0 $2.2M 0.01% +555.0 +2.8% $106.73
199 ENB ENBRIDGE INC Energy 40,575.0 $2.2M 0.01% +8K +23.5% $54.21 -6.9%
200 LYV LIVE NATION ENTERTAINMENT IN Communication Services 11,947.0 $2.2M 0.01% +612.0 +5.4% $183.11 -0.7%
Page 10 of 29  ·  575 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.0%
Financial Services 14.4%
Industrials 11.8%
Healthcare 10.1%
Consumer Cyclical 7.5%
Communication Services 7.4%
Energy 6.0%
Consumer Defensive 5.9%
Basic Materials 2.6%
Utilities 2.0%