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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 15 of 29  ·  575 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 GTES GATES INDL CORP PLC Industrials 39,089.0 $1.1M 0.00% +1K +3.3% $27.97 -7.4%
282 SCHF SCHWAB STRATEGIC TR 39,357.0 $1.1M 0.00% +2K +6.8% $27.70 +2.7%
283 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 14,838.0 $1.1M 0.00% +9K +142.0% $72.99 +7.9%
284 DORM DORMAN PRODS INC Consumer Cyclical 7,921.0 $1.1M 0.00% +820.0 +11.6% $136.45 -3.2%
285 ES EVERSOURCE ENERGY Utilities 14,872.0 $1.1M 0.00% +4K +38.6% $72.27 -2.9%
286 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 2,817.0 $1.1M 0.00% +87.0 +3.2% $380.37 -29.9%
287 WY WEYERHAEUSER CO Real Estate 44,624.0 $1.1M 0.00% +2K +4.4% $23.94 +2.0%
288 KEYS KEYSIGHT TECHNOLOGIES INC Technology 3,047.0 $1.1M 0.00% +87.0 +2.9% $350.07 -9.7%
289 TRP TC ENERGY CORP Energy 16,007.0 $1.1M 0.00% +2K +18.4% $66.29 -6.4%
290 HUM HUMANA INC Healthcare 2,635.0 $1.0M 0.00% +910.0 +52.8% $397.22 -4.6%
291 SCZ ISHARES TR 12,578.0 $1.0M 0.00% +768.0 +6.5% $82.27 +5.3%
292 B BARRICK MNG CORP Basic Materials 28,094.0 $1.0M 0.00% +9K +47.7% $36.73 +29.6%
293 MDB MONGODB INC Technology 3,068.0 $1.0M 0.00% +101.0 +3.4% $335.90 +28.3%
294 UBSI UNITED BANKSHARES INC WEST V Financial Services 22,432.0 $1.0M 0.00% +877.0 +4.1% $45.83 +4.3%
295 ARES ARES MANAGEMENT CORPORATION Financial Services 9,233.0 $1.0M 0.00% +5K +101.5% $111.31 +26.9%
296 NSA NATIONAL STORAGE AFFILIATES Real Estate 22,905.0 $1.0M 0.00% +1K +6.1% $44.47 -2.4%
297 SE SEA LTD Consumer Cyclical 10,616.0 $1.0M 0.00% +5K +83.0% $95.83 +22.6%
298 BND VANGUARD BD INDEX FDS 13,797.0 $1.0M 0.00% +835.0 +6.4% $73.41 -1.6%
299 RACE FERRARI N V Consumer Cyclical 2,701.0 $1.0M 0.00% +725.0 +36.7% $372.29 +17.3%
300 RELX RELX PLC Communication Services 31,702.0 $1.0M 0.00% +10K +47.3% $31.67 +13.4%
Page 15 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%