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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 4 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DCO DUCOMMUN INC DEL Industrials 2,079.0 $254K 0.00% NEW $122.00 +34.5%
62 TFSL TFS FINL CORP Financial Services 17,912.0 $252K 0.00% NEW $14.05 +16.9%
63 LGH NORTHERN LTS FD TR III 4,393.0 $250K 0.00% NEW $56.96 +12.4%
64 AUB ATLANTIC UN BANKSHARES CORP Financial Services 6,968.0 $249K 0.00% NEW $35.74 +9.6%
65 RGLD ROYAL GOLD INC Basic Materials 977.0 $249K 0.00% NEW $254.49 -15.6%
66 CRCL CIRCLE INTERNET GROUP INC Financial Services 2,599.0 $248K 0.00% NEW $95.41 -15.9%
67 QQH NORTHERN LTS FD TR III 3,534.0 $247K 0.00% NEW $69.83 +24.1%
68 NBTB NBT BANCORP INC Financial Services 5,779.0 $246K 0.00% NEW $42.58 +9.6%
69 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 6,642.0 $246K 0.00% NEW $37.01 +26.6%
70 KIM KIMCO REALTY CORP Real Estate 10,906.0 $245K 0.00% NEW $22.47 +8.5%
71 TPL TEXAS PACIFIC LAND CORPORATI Energy 516.0 $245K 0.00% NEW $474.58 -25.2%
72 EQNR EQUINOR ASA Energy 5,800.0 $245K 0.00% NEW $42.20 -23.3%
73 FIX COMFORT SYS USA INC Industrials 176.0 $243K 0.00% NEW $1378.99 +42.7%
74 TRMB TRIMBLE INC Technology 3,659.0 $239K 0.00% NEW $65.23 -24.6%
75 HTO H2O AMERICA Utilities 3,999.0 $235K 0.00% NEW $58.67 -3.4%
76 TREE LENDINGTREE INC Financial Services 5,462.0 $234K 0.00% NEW $42.88 -8.9%
77 PAAS PAN AMERN SILVER CORP Basic Materials 4,234.0 $231K 0.00% NEW $54.63 -10.3%
78 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 3,721.0 $228K 0.00% NEW $61.32 +8.7%
79 PVLA PALVELLA THERAPEUTICS INC NE Healthcare 1,827.0 $228K 0.00% NEW $124.65 -9.3%
80 KB KB FINL GROUP INC Financial Services 2,269.0 $226K 0.00% NEW $99.73 +7.1%
Page 4 of 7  ·  123 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%