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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 19 of 29  ·  575 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 BAX BAXTER INTL INC Healthcare 33,739.0 $719K 0.00% +18K +120.3% $21.32 +23.5%
362 MSA MSA SAFETY INC Industrials 4,120.0 $719K 0.00% +928.0 +29.1% $174.58 +8.5%
363 UMC UNITED MICROELECTRONICS CORP Technology 26,385.0 $718K 0.00% +2K +7.6% $27.21 -32.6%
364 PAA PLAINS ALL AMERN PIPELINE L Energy 31,835.0 $709K 0.00% +2K +6.1% $22.26 +10.6%
365 MD PEDIATRIX MEDICAL GROUP INC Healthcare 27,887.0 $706K 0.00% +5K +21.6% $25.33 +4.9%
366 APOS APOLLO GLOBAL MGMT INC 5,948.0 $704K 0.00% +2K +67.0% $118.31
367 BR BROADRIDGE FINL SOLUTIONS IN Technology 5,135.0 $703K 0.00% +1K +36.9% $136.95 +33.0%
368 AKAM AKAMAI TECHNOLOGIES INC Technology 5,947.0 $703K 0.00% +2K +44.5% $118.21 -6.6%
369 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 20,532.0 $696K 0.00% +2K +11.6% $33.88 +10.2%
370 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 5,345.0 $687K 0.00% +488.0 +10.1% $128.55 -0.0%
371 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 17,411.0 $680K 0.00% +2K +12.2% $39.05 +1.1%
372 SEI SOLARIS ENERGY INFRAS INC Energy 8,441.0 $679K 0.00% +2K +26.7% $80.46 -33.8%
373 GRMN GARMIN LTD Technology 2,844.0 $676K 0.00% +256.0 +9.9% $237.54 +24.1%
374 VGK VANGUARD INTL EQUITY INDEX F 7,608.0 $674K 0.00% +5K +189.6% $88.54 +4.7%
375 CHE CHEMED CORP NEW Healthcare 1,443.0 $672K 0.00% +72.0 +5.2% $465.74 +16.1%
376 ERO ERO COPPER CORP Basic Materials 25,035.0 $670K 0.00% +3K +13.9% $26.75 +47.4%
377 CBOE CBOE GLOBAL MKTS INC Financial Services 2,735.0 $664K 0.00% +46.0 +1.7% $242.67 +23.9%
378 LNT ALLIANT ENERGY CORP Utilities 8,646.0 $660K 0.00% +3K +47.7% $76.29 -11.1%
379 ACGL ARCH CAP GROUP LTD Financial Services 6,757.0 $656K 0.00% +1K +17.4% $97.06 +2.4%
380 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 2,504.0 $654K 0.00% +31.0 +1.2% $261.37 +30.8%
Page 19 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%