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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 7 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 TECK TECK RESOURCES LTD Basic Materials 3,451.0 $205K 0.00% NEW $59.46 +16.4%
122 WOLF WOLFSPEED INC Technology 4,232.0 $204K 0.00% NEW $48.25 -46.6%
123 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 2,325.0 $203K 0.00% NEW $87.22 +10.5%
124 ESE ESCO TECHNOLOGIES INC Technology 577.0 $202K 0.00% NEW $350.04 -17.9%
125 CIVB CIVISTA BANCSHARES INC Financial Services 7,150.0 $202K 0.00% NEW $28.22 -2.2%
126 MILLROSE PPTYS INC 6,690.0 $201K 0.00% NEW $30.05
127 SLYG SPDR SERIES TRUST 1,685.0 $201K 0.00% NEW $119.13 -2.6%
128 XAR SPDR SERIES TRUST 706.0 $200K 0.00% NEW $283.79 -3.9%
129 OGE OGE ENERGY CORP Utilities 4,115.0 $200K 0.00% NEW $48.66 -6.2%
130 CUSHMAN AND WAKEFIELD LTD 14,248.0 $191K 0.00% NEW $13.39
131 PBI PITNEY BOWES INC Industrials 10,253.0 $180K 0.00% NEW $17.52 -5.9%
132 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 10,039.0 $174K 0.00% NEW $17.35 -2.2%
133 MECHANICS BANCORP 10,784.0 $171K 0.00% NEW $15.90
134 NUV NUVEEN MUN VALUE FD INC Financial Services 16,001.0 $148K NEW $9.22 -2.7%
135 KEP KOREA ELEC PWR CORP Utilities 11,760.0 $142K NEW $12.10 -6.9%
136 CAG CONAGRA BRANDS INC Consumer Defensive 10,509.0 $141K NEW $13.46 +22.2%
137 CABA CABALETTA BIO INC Healthcare 39,005.0 $121K NEW $3.11 +0.6%
138 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 11,064.0 $117K NEW $10.57 +13.2%
139 NUVB NUVATION BIO INC Healthcare 12,008.0 $68K NEW $5.68 +22.0%
140 SLI STANDARD LITHIUM CORP Basic Materials 10,317.0 $28K NEW $2.75 -9.8%
Page 7 of 7  ·  140 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%