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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 21 of 29  ·  575 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 TOST TOAST INC Technology 22,193.0 $617K 0.00% +4K +19.2% $27.82 +31.7%
402 BLOCK INC 8,109.0 $616K 0.00% +3K +64.8% $76.00
403 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 4,977.0 $614K 0.00% +315.0 +6.8% $123.29 +9.1%
404 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 4,997.0 $613K 0.00% +711.0 +16.6% $122.58 +25.9%
405 RB GLOBAL INC 5,256.0 $612K 0.00% +2K +56.5% $116.45
406 EFSC ENTERPRISE FINL SVCS CORP Financial Services 9,257.0 $610K 0.00% +2K +21.4% $65.88 -3.4%
407 AVA AVISTA CORP Utilities 14,791.0 $605K 0.00% +1K +10.9% $40.91 -8.2%
408 AVB AVALONBAY CMNTYS INC Real Estate 3,203.0 $604K 0.00% +1K +48.1% $188.69 -2.5%
409 EIX EDISON INTL Utilities 8,072.0 $601K 0.00% +2K +27.6% $74.45 -3.8%
410 KDP KEURIG DR PEPPER INC Consumer Defensive 18,319.0 $600K 0.00% +3K +19.0% $32.73 -2.1%
411 SFM SPROUTS FMRS MKT INC Consumer Defensive 7,080.0 $599K 0.00% +2K +49.6% $84.58 -4.1%
412 SOUTHSTATE BK CORP 5,957.0 $595K 0.00% +147.0 +2.5% $99.90
413 VFH VANGUARD WORLD FD 4,515.0 $594K 0.00% +1K +45.5% $131.60 +6.9%
414 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 19,872.0 $591K 0.00% +6K +41.1% $29.75 +17.6%
415 CRC CALIFORNIA RES CORP Energy 11,125.0 $588K 0.00% +2K +20.3% $52.87 +0.7%
416 AVNT AVIENT CORPORATION Basic Materials 15,831.0 $585K 0.00% +6K +59.9% $36.96 +20.8%
417 RS RELIANCE INC Basic Materials 1,561.0 $583K 0.00% +16.0 +1.0% $373.60 +3.8%
418 FELE FRANKLIN ELEC INC Industrials 5,436.0 $583K 0.00% +1K +22.6% $107.19 -2.9%
419 BUI BLACKROCK UTILS INFRASTRUCTU Financial Services 19,998.0 $580K 0.00% +409.0 +2.1% $29.01 -6.9%
420 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 51,335.0 $572K 0.00% +17K +48.9% $11.15 -8.3%
Page 21 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%