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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 13 of 29  ·  575 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 BSV VANGUARD BD INDEX FDS 18,223.0 $1.4M 0.01% +123.0 +0.7% $77.91 -0.4%
242 EQT EQT CORP Energy 26,665.0 $1.4M 0.01% +4K +17.5% $53.17 +1.0%
243 SNA SNAP ON INC Industrials 3,491.0 $1.4M 0.01% +2K +126.1% $402.40 -2.2%
244 IBIT ISHARES BITCOIN TRUST ETF Financial Services 41,706.0 $1.4M 0.01% +7K +21.6% $33.29 +31.2%
245 BCS BARCLAYS PLC Financial Services 51,543.0 $1.4M 0.01% +8K +17.4% $26.86 -0.1%
246 EVRG EVERGY INC Utilities 15,861.0 $1.4M 0.01% +757.0 +5.0% $86.43 -6.4%
247 ENTERGY CORP NEW 11,924.0 $1.4M 0.01% +726.0 +6.5% $114.86
248 SNY SANOFI SA Healthcare 31,247.0 $1.3M 0.00% +3K +12.4% $42.66 +7.5%
249 RPM RPM INTL INC Basic Materials 11,988.0 $1.3M 0.00% +85.0 +0.7% $111.15 -2.3%
250 REGN REGENERON PHARMACEUTICALS Healthcare 2,132.0 $1.3M 0.00% +69.0 +3.3% $623.55 +33.8%
251 MSCI MSCI INC Financial Services 2,362.0 $1.3M 0.00% +214.0 +10.0% $560.03 +0.6%
252 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 36,243.0 $1.3M 0.00% +271.0 +0.8% $36.49 +6.7%
253 NXPI NXP SEMICONDUCTORS N V Technology 4,678.0 $1.3M 0.00% +1K +47.0% $281.03 -19.7%
254 LYG LLOYDS BANKING GROUP PLC Financial Services 225,147.0 $1.3M 0.00% +41K +22.3% $5.83 +3.3%
255 WSM WILLIAMS SONOMA INC Consumer Cyclical 5,611.0 $1.3M 0.00% +1K +32.3% $233.10 +1.9%
256 DEO DIAGEO PLC Consumer Defensive 15,965.0 $1.3M 0.00% +7K +83.0% $80.38 +17.7%
257 SPYM SPDR SERIES TRUST 14,398.0 $1.3M 0.00% +6K +79.1% $87.88 +2.6%
258 KR KROGER CO Consumer Defensive 22,756.0 $1.3M 0.00% +2K +10.6% $55.53 +4.3%
259 HEI HEICO CORP NEW Industrials 3,532.0 $1.3M 0.00% +2K +88.6% $356.19 -0.3%
260 CIEN CIENA CORP Technology 2,537.0 $1.2M 0.00% +627.0 +32.8% $490.56 -19.3%
Page 13 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%