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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 20 of 29  ·  575 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 JBHT HUNT J B TRANS SVCS INC Industrials 2,259.0 $654K 0.00% +494.0 +28.0% $289.43 -4.8%
382 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 18,015.0 $653K 0.00% +5K +40.7% $36.24 +4.2%
383 CM CANADIAN IMPERIAL BANK OF CO Financial Services 5,642.0 $649K 0.00% +2K +43.6% $115.00 +1.3%
384 LGND LIGAND PHARMACEUTICALS INC Healthcare 2,049.0 $648K 0.00% +175.0 +9.3% $316.09 -9.4%
385 WTS WATTS WATER TECHNOLOGIES INC Industrials 1,649.0 $645K 0.00% +318.0 +23.9% $391.45 -4.1%
386 CPNG COUPANG INC Consumer Cyclical 37,134.0 $645K 0.00% +10K +35.6% $17.37 -5.3%
387 JBL JABIL INC Technology 1,656.0 $638K 0.00% +660.0 +66.3% $385.47 -18.7%
388 MRNA MODERNA INC Healthcare 9,069.0 $635K 0.00% +2K +25.7% $70.03 +107.2%
389 UE URBAN EDGE PPTYS Real Estate 27,693.0 $634K 0.00% +3K +12.4% $22.88 -6.3%
390 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 8,431.0 $631K 0.00% +2K +22.5% $74.81 +2.8%
391 CRH PLC 5,888.0 $630K 0.00% +1K +28.1% $107.00
392 CHRW C H ROBINSON WORLDWIDE IN Industrials 3,333.0 $628K 0.00% +180.0 +5.7% $188.34 -24.8%
393 SIRI SIRIUSXM HOLDINGS INC Communication Services 21,216.0 $627K 0.00% +5K +33.3% $29.54 -2.9%
394 JEPI J P MORGAN EXCHANGE TRADED F 11,052.0 $624K 0.00% +4K +57.5% $56.48 +2.5%
395 ODFL OLD DOMINION FREIGHT LINE IN Industrials 2,880.0 $624K 0.00% +430.0 +17.6% $216.60 -4.7%
396 KEY KEYCORP Financial Services 27,009.0 $623K 0.00% +10K +58.6% $23.05 -5.1%
397 IMVT IMMUNOVANT INC Healthcare 16,136.0 $622K 0.00% +2K +17.1% $38.53 +15.2%
398 LPLA LPL FINL HLDGS INC Financial Services 2,203.0 $621K 0.00% +391.0 +21.6% $281.68 +28.3%
399 VOE VANGUARD INDEX FDS 3,140.0 $620K 0.00% +146.0 +4.9% $197.60 +5.6%
400 ON ON SEMICONDUCTOR CORP Technology 6,562.0 $620K 0.00% +674.0 +11.4% $94.54 -21.5%
Page 20 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%