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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 26 of 29  ·  575 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 KB KB FINL GROUP INC Financial Services 3,650.0 $383K 0.00% +1K +60.9% $104.96 +12.4%
502 BOND PIMCO ETF TR 4,097.0 $378K 0.00% +300.0 +7.9% $92.21 -1.9%
503 MATX MATSON INC Industrials 1,954.0 $376K 0.00% +31.0 +1.6% $192.23 +15.9%
504 ESAB ESAB CORPORATION Industrials 3,792.0 $374K 0.00% +830.0 +28.0% $98.63 -17.5%
505 NRG NRG ENERGY INC Utilities 2,554.0 $373K 0.00% +259.0 +11.3% $146.06 -22.6%
506 CCS CENTURY COMMUNITIES INC Consumer Cyclical 5,202.0 $373K 0.00% +85.0 +1.7% $71.66 -2.6%
507 GFF GRIFFON CORP Industrials 3,814.0 $372K 0.00% +57.0 +1.5% $97.53 +3.1%
508 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 5,875.0 $372K 0.00% +2K +57.9% $63.25 +18.0%
509 BEP BROOKFIELD RENEWABLE ENERGY Utilities 10,635.0 $369K 0.00% +2K +16.7% $34.73 -5.6%
510 AMERICA MOVIL SAB DE CV 14,066.0 $366K 0.00% +2K +20.7% $25.99
511 CFR CULLEN FROST BANKERS INC Financial Services 2,354.0 $364K 0.00% +218.0 +10.2% $154.52 +6.3%
512 NTR NUTRIEN LTD Basic Materials 5,755.0 $362K 0.00% +2K +37.1% $62.95 +19.6%
513 TFSL TFS FINL CORP Financial Services 20,279.0 $359K 0.00% +2K +13.2% $17.72 -0.5%
514 HTO H2O AMERICA Utilities 5,808.0 $353K 0.00% +2K +45.2% $60.77 +4.5%
515 TPL TEXAS PACIFIC LAND CORPORATI Energy 805.0 $352K 0.00% +289.0 +56.0% $437.64 -12.3%
516 WWD WOODWARD INC Industrials 828.0 $352K 0.00% +31.0 +3.9% $425.44 -19.3%
517 AUB ATLANTIC UN BANKSHARES CORP Financial Services 8,267.0 $350K 0.00% +1K +18.6% $42.31 -2.7%
518 CHT CHUNGHWA TELECOM CO LTD Communication Services 7,848.0 $347K 0.00% +3K +52.3% $44.26 -2.0%
519 PRK PARK NATL CORP Financial Services 1,898.0 $347K 0.00% +14.0 +0.7% $182.99 +10.5%
520 CIFR CIPHER DIGITAL INC Financial Services 14,078.0 $345K 0.00% +153.0 +1.1% $24.50 -35.7%
Page 26 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%