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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 23  ·  445 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FLRN SPDR SERIES TRUST 969,434.0 $29.9M 0.10% -43K -4.3% $30.85 -0.1%
82 T AT&T INC Communication Services 1,396,165.0 $28.9M 0.10% -15K -1.1% $20.70 +22.3%
83 AWK AMERICAN WTR WKS CO INC NEW Utilities 219,243.0 $28.8M 0.10% -9K -4.0% $131.58 +2.9%
84 BMY BRISTOL-MYERS SQUIBB CO Healthcare 500,631.0 $28.8M 0.10% -24K -4.5% $57.62 +16.3%
85 VONE VANGUARD SCOTTSDALE FDS 85,086.0 $28.8M 0.10% -24K -22.2% $338.72 +2.5%
86 TMUS T-MOBILE US INC Communication Services 170,775.0 $28.6M 0.09% -90K -34.4% $167.73 +9.1%
87 ALL ALLSTATE CORP Financial Services 118,433.0 $28.2M 0.09% -12K -9.1% $237.94 +6.7%
88 QCOM QUALCOMM INC Technology 151,339.0 $28.0M 0.09% -9K -5.5% $184.79 -13.0%
89 ACN ACCENTURE PLC IRELAND Technology 223,817.0 $27.9M 0.09% -27K -10.8% $124.44 +48.9%
90 USMV ISHARES TR 285,277.0 $27.5M 0.09% -16K -5.2% $96.46 +4.9%
91 RGEF TIDAL TRUST III 782,175.0 $27.4M 0.09% -119K -13.2% $34.99 +0.1%
92 WPM WHEATON PRECIOUS METALS CORP Basic Materials 232,955.0 $26.2M 0.09% -7K -3.0% $112.32 +40.5%
93 IJJ ISHARES TR 173,265.0 $25.6M 0.08% -6K -3.3% $147.73 +0.9%
94 ESGU ISHARES TR 153,263.0 $25.1M 0.08% -12K -7.1% $163.67 +2.5%
95 QQQ INVESCO QQQ TR Financial Services 30,790.0 $22.7M 0.07% -251.0 -0.8% $736.40 -3.1%
96 PSX PHILLIPS 66 Energy 130,420.0 $22.0M 0.07% -2K -1.8% $169.05 +43.7%
97 ROP ROPER TECHNOLOGIES INC Industrials 62,102.0 $21.0M 0.07% -6K -8.4% $338.39 +21.7%
98 VMC VULCAN MATLS CO Basic Materials 70,871.0 $20.9M 0.07% -5K -7.0% $295.01 -6.4%
99 TRV TRAVELERS COMPANIES INC Financial Services 63,161.0 $20.9M 0.07% -2K -2.9% $330.12 +10.1%
100 PGR PROGRESSIVE CORP Financial Services 92,073.0 $20.1M 0.07% -2K -2.4% $218.45 +0.4%
Page 5 of 23  ·  445 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%