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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 25 of 29  ·  575 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 RITM RITHM CAPITAL CORP Real Estate 44,999.0 $423K 0.00% +1K +2.6% $9.39 +8.5%
482 MC MOELIS & CO Financial Services 6,450.0 $422K 0.00% +924.0 +16.7% $65.42 +4.4%
483 PBR PETROLEO BRASILEIRO S A Energy 26,048.0 $421K 0.00% +10K +60.6% $16.16 +18.5%
484 VICI VICI PPTYS INC Real Estate 15,841.0 $421K 0.00% +5K +42.5% $26.55 -0.2%
485 E ENI SPA Energy 8,948.0 $419K 0.00% +1K +15.5% $46.86 +20.5%
486 CHRD CHORD ENERGY CORPORATION Energy 3,664.0 $419K 0.00% +833.0 +29.4% $114.30 +29.4%
487 BROOKFIELD ASSET MANAGMT LTD 9,272.0 $416K 0.00% +1K +13.7% $44.85
488 KRG KITE REALTY GROUP TRUST Real Estate 14,571.0 $414K 0.00% +168.0 +1.2% $28.38 -7.9%
489 IUSG ISHARES TR 2,178.0 $410K 0.00% +163.0 +8.1% $188.09 +0.9%
490 FEDERATED HERMES INC 7,349.0 $406K 0.00% +339.0 +4.8% $55.22
491 J P MORGAN EXCHANGE TRADED F 7,909.0 $400K 0.00% +3K +51.8% $50.57
492 GEN GEN DIGITAL INC Technology 16,000.0 $398K 0.00% +6K +53.2% $24.89 +16.2%
493 NWBI NORTHWEST BANCSHARES INC Financial Services 26,108.0 $396K 0.00% +4K +18.9% $15.16 +1.7%
494 BNDX VANGUARD CHARLOTTE FDS 8,171.0 $396K 0.00% +2K +28.7% $48.43 -1.6%
495 CLH CLEAN HARBORS INC Industrials 1,310.0 $391K 0.00% +7.0 +0.5% $298.75 +5.8%
496 MTDR MATADOR RES CO Energy 7,841.0 $390K 0.00% +820.0 +11.7% $49.78 +17.3%
497 NVST ENVISTA HOLDINGS CORPORATION Healthcare 14,764.0 $389K 0.00% +739.0 +5.3% $26.35 +3.2%
498 FIVE FIVE BELOW INC Consumer Cyclical 2,156.0 $388K 0.00% +25.0 +1.2% $179.79 +39.2%
499 BOW BOWHEAD SPECIALTY HLDGS INC Financial Services 12,925.0 $387K 0.00% +3K +31.2% $29.93 +11.9%
500 CORPAY INC 1,151.0 $384K 0.00% +156.0 +15.7% $333.28
Page 25 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%