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Portfolio (Quarterly) Guide ↗

KEYBANK NATIONAL ASSOCIATION/OH

· CIK 0001089877
13F Portfolio $27.4B AUM 1,889 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 123 New 461 Added 502 Reduced 79 Exited
Page 23 of 24  ·  461 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 GFF GRIFFON CORP Industrials 3,757.0 $273K 0.00% +715.0 +23.5% $72.68 +25.4%
442 NYT NEW YORK TIMES CO MTN BE Communication Services 3,255.0 $273K 0.00% +46.0 +1.4% $83.73 -12.7%
443 WRB BERKLEY W R CORP Financial Services 4,109.0 $272K 0.00% +246.0 +6.4% $66.28 +1.4%
444 FRT FEDERAL RLTY INVT TR NEW Real Estate 2,561.0 $272K 0.00% +162.0 +6.8% $106.21 +13.4%
445 RGA REINSURANCE GROUP AMER INC Financial Services 1,283.0 $262K 0.00% +38.0 +3.0% $204.16 +3.1%
446 KWR QUAKER HOUGHTON Basic Materials 2,084.0 $259K 0.00% +71.0 +3.5% $124.23 +20.9%
447 R RYDER SYS INC Industrials 1,249.0 $256K 0.00% +36.0 +3.0% $204.71 +28.7%
448 AM ANTERO MIDSTREAM CORP Energy 11,079.0 $253K 0.00% +729.0 +7.0% $22.80 -4.8%
449 ISHG ISHARES TR 3,380.0 $251K 0.00% +508.0 +17.7% $74.18 +0.3%
450 FROG JFROG LTD Technology 5,292.0 $248K 0.00% +1K +29.6% $46.93 +76.3%
451 IT GARTNER INC Technology 1,495.0 $237K 0.00% +18.0 +1.2% $158.34 -19.5%
452 TEM TEMPUS AI INC Healthcare 5,180.0 $234K 0.00% +173.0 +3.5% $45.22 +12.4%
453 SCHM SCHWAB STRATEGIC TR 7,420.0 $230K 0.00% +160.0 +2.2% $30.96 +16.6%
454 GOVT ISHARES TR 9,594.0 $220K 0.00% +57.0 +0.6% $22.91 -0.7%
455 IDCC INTERDIGITAL INC Technology 704.0 $213K 0.00% +30.0 +4.5% $302.00 -2.0%
456 HRB BLOCK H & R INC Consumer Cyclical 6,520.0 $207K 0.00% +2K +40.4% $31.74 +8.3%
457 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 13,761.0 $206K 0.00% +1K +11.2% $14.95 +12.2%
458 SBAC SBA COMMUNICATIONS CORP Real Estate 1,174.0 $202K 0.00% +85.0 +7.8% $172.11 +8.6%
459 CCC CCC INTELLIGENT SOLUTIONS HL Technology 22,207.0 $133K +1K +5.8% $6.00 -26.5%
460 NIOCORP DEVS LTD 15,963.0 $71K +3K +22.8% $4.46
Page 23 of 24  ·  461 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 28.4%
Financial Services 14.5%
Industrials 11.9%
Healthcare 10.3%
Communication Services 8.0%
Energy 7.6%
Consumer Cyclical 7.5%
Consumer Defensive 6.4%
Basic Materials 2.8%
Utilities 2.1%