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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 22 of 29  ·  575 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 AXON AXON ENTERPRISE INC Industrials 1,019.0 $571K 0.00% +12.0 +1.2% $560.60 +12.0%
422 TEX TEREX CORP NEW Industrials 7,792.0 $564K 0.00% +4K +127.8% $72.39 -8.2%
423 SCHM SCHWAB STRATEGIC TR 15,265.0 $563K 0.00% +8K +105.7% $36.87 -1.9%
424 SLF SUN LIFE FINANCIAL INC. Financial Services 7,174.0 $563K 0.00% +2K +50.6% $78.42 +0.7%
425 GL GLOBE LIFE INC Financial Services 3,113.0 $556K 0.00% +21.0 +0.7% $178.68 -4.3%
426 CTRI CENTURI HOLDINGS INC Utilities 18,368.0 $555K 0.00% +11K +146.5% $30.24 -29.4%
427 KIM KIMCO REALTY CORP Real Estate 21,901.0 $555K 0.00% +11K +100.8% $25.35 -5.2%
428 PPL PPL CORP Utilities 15,244.0 $554K 0.00% +4K +37.2% $36.35 -5.4%
429 SFBS SERVISFIRST BANCSHARES INC Financial Services 6,350.0 $551K 0.00% +587.0 +10.2% $86.75 -50.0%
430 IRT INDEPENDENCE RLTY TR INC Real Estate 32,879.0 $549K 0.00% +13K +67.5% $16.69 -0.6%
431 TRN TRINITY INDS INC Industrials 15,860.0 $548K 0.00% +1K +7.8% $34.58 -13.9%
432 OXY OCCIDENTAL PETE CORP Energy 11,283.0 $548K 0.00% +1K +11.2% $48.57 +26.2%
433 SIRIUSPOINT LTD 22,705.0 $545K 0.00% +714.0 +3.2% $24.00
434 VOD VODAFONE GROUP PLC Communication Services 40,782.0 $539K 0.00% +5K +13.4% $13.23 +20.7%
435 JBS N.V. 45,461.0 $539K 0.00% +7K +18.5% $11.85
436 WFRD WEATHERFORD INTL PLC Energy 6,580.0 $536K 0.00% +1K +19.1% $81.50 +11.1%
437 FLYW FLYWIRE CORPORATION Technology 30,471.0 $535K 0.00% +302.0 +1.0% $17.57 +11.2%
438 VNT VONTIER CORPORATION Technology 18,168.0 $527K 0.00% +1K +8.3% $29.00 +13.7%
439 SYBT STOCK YDS BANCORP INC Financial Services 6,885.0 $526K 0.00% +703.0 +11.4% $76.47 +7.1%
440 CUZ COUSINS PPTYS INC Real Estate 17,559.0 $526K 0.00% +2K +12.3% $29.98 -1.0%
Page 22 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%