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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 11 of 29  ·  575 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 HOOD ROBINHOOD MKTS INC Financial Services 21,108.0 $2.1M 0.01% +3K +14.9% $100.28 +7.8%
202 HFWA HERITAGE FINL CORP WASH Financial Services 71,085.0 $2.1M 0.01% +4K +6.7% $29.62 -1.8%
203 BDX BECTON DICKINSON & CO Healthcare 13,793.0 $2.1M 0.01% +383.0 +2.9% $151.33 +26.9%
204 SNPS SYNOPSYS INC Technology 4,624.0 $2.1M 0.01% +418.0 +9.9% $446.07 -10.8%
205 VXF VANGUARD INDEX FDS 8,297.0 $2.0M 0.01% +555.0 +7.2% $246.21 -0.3%
206 VNOM VIPER ENERGY INC Energy 47,389.0 $2.0M 0.01% +7K +17.4% $42.40 +6.8%
207 HLN HALEON PLC Healthcare 214,267.0 $2.0M 0.01% +7K +3.2% $9.33 +7.2%
208 WAT WATERS CORP Healthcare 5,268.0 $2.0M 0.01% +1K +35.9% $375.04 +9.5%
209 FORTINET INC 12,835.0 $2.0M 0.01% +4K +45.0% $153.62
210 XEL XCEL ENERGY INC Utilities 23,784.0 $1.9M 0.01% +4K +19.8% $80.30 -5.0%
211 PSTG EVERPURE INC 24,130.0 $1.9M 0.01% +4K +20.6% $78.79
212 TOTALENERGIES SE 23,839.0 $1.9M 0.01% +4K +23.1% $77.76
213 IQVIA HLDGS INC 9,558.0 $1.8M 0.01% +72.0 +0.8% $193.22
214 RJF RAYMOND JAMES FINL INC Financial Services 12,076.0 $1.8M 0.01% +1K +12.9% $152.03 +15.2%
215 EFV ISHARES TR 23,958.0 $1.8M 0.01% +1K +6.5% $76.55 +7.4%
216 CRL CHARLES RIV LABS INTL INC Healthcare 8,003.0 $1.8M 0.01% +2K +30.5% $226.79 +30.2%
217 GM GENERAL MTRS CO Consumer Cyclical 23,517.0 $1.8M 0.01% +3K +12.2% $77.08 +14.1%
218 SPG SIMON PPTY GROUP INC NEW Real Estate 8,063.0 $1.8M 0.01% +790.0 +10.9% $223.65 -2.4%
219 VOT VANGUARD INDEX FDS 5,800.0 $1.8M 0.01% +195.0 +3.5% $306.30 -0.3%
220 MFG MIZUHO FINANCIAL GROUP INC Financial Services 185,221.0 $1.8M 0.01% +50K +37.4% $9.58 +7.3%
Page 11 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%