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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 5 of 29  ·  575 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MO ALTRIA GROUP INC Consumer Defensive 202,791.0 $14.6M 0.05% +20K +11.0% $71.95 -8.1%
82 XLV SELECT SECTOR SPDR TR 90,436.0 $14.3M 0.05% +2K +1.9% $158.66 +10.1%
83 SO SOUTHERN CO Utilities 132,245.0 $12.7M 0.04% +2K +1.6% $95.71 -7.1%
84 IWN ISHARES TR 56,104.0 $12.4M 0.04% +2K +3.0% $221.20 +1.6%
85 CB CHUBB LIMITED Financial Services 35,220.0 $12.0M 0.04% +1K +4.2% $340.74 +0.1%
86 MUA BLACKROCK MUNIASSETS FD INC Financial Services 1,059,956.0 $11.7M 0.04% +7K +0.7% $11.01 -8.8%
87 MDLZ MONDELEZ INTL INC Consumer Defensive 198,833.0 $11.5M 0.04% +2K +0.8% $57.84 +11.4%
88 NVS NOVARTIS AG Healthcare 71,724.0 $11.2M 0.04% +8K +12.6% $156.72 +1.4%
89 AGZ ISHARES TR 99,598.0 $10.9M 0.04% +5K +4.8% $109.28 -0.8%
90 ISTB ISHARES TR 221,164.0 $10.7M 0.04% +26K +13.1% $48.25 -0.5%
91 VO VANGUARD INDEX FDS 130,553.0 $10.5M 0.04% +97K +286.9% $80.57 +3.0%
92 VTEB VANGUARD MUN BD FDS 204,413.0 $10.3M 0.03% +23K +12.8% $50.58 -2.1%
93 ADI ANALOG DEVICES INC Technology 25,772.0 $10.2M 0.03% +2K +9.4% $397.17 -6.1%
94 CVS CVS HEALTH CORP Healthcare 98,315.0 $10.2M 0.03% +2K +2.1% $103.45 -10.1%
95 XVV ISHARES TR 175,276.0 $10.0M 0.03% +16K +9.9% $56.79 +3.2%
96 TDG TRANSDIGM GROUP INC Industrials 7,406.0 $9.9M 0.03% +633.0 +9.3% $1332.04 -9.9%
97 IGF ISHARES TR 142,596.0 $9.5M 0.03% +6K +4.0% $66.60 -1.8%
98 KMB KIMBERLY-CLARK CORP Consumer Defensive 83,965.0 $9.2M 0.03% +4K +5.0% $109.77 -0.4%
99 CRWD CROWDSTRIKE HLDGS INC Technology 11,320.0 $8.6M 0.03% +1K +11.4% $190.78 +0.6%
100 VOOG VANGUARD ADMIRAL FDS INC 103,078.0 $8.5M 0.03% +87K +527.4% $82.62 +1.0%
Page 5 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%