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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 2 of 62  ·  1,235 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IAU ISHARES GOLD TR Financial Services 3,617,414.0 $318.9M 1.17% -91K -2.5% $88.16 -10.0%
22 IEMG ISHARES INC 3,946,368.0 $275.3M 1.00% +406K +11.5% $69.75 +22.8%
23 CVX CHEVRON CORPORATION Energy 1,325,537.0 $274.3M 1.00% -149K -10.1% $206.90 -16.1%
24 ABBV ABBVIE INC Healthcare 1,146,641.0 $249.4M 0.91% +94K +8.9% $217.49 -0.4%
25 XOM EXXON MOBIL CORP Energy 1,420,818.0 $241.1M 0.88% $169.66 -17.0%
26 JAAA JANUS DETROIT STR TR 4,697,846.0 $236.6M 0.86% +194K +4.3% $50.37 +0.5%
27 MA MASTERCARD INCORPORATED Financial Services 417,813.0 $208.8M 0.76% $499.66 -2.0%
28 PG PROCTER & GAMBLE CO Consumer Defensive 1,414,098.0 $204.3M 0.75% -42K -2.9% $144.44 +4.1%
29 GOOG ALPHABET INC Communication Services 704,389.0 $202.1M 0.74% -26K -3.6% $286.86 +28.1%
30 IWM ISHARES TR 787,623.0 $195.3M 0.71% -5K -0.6% $248.00 +19.2%
31 BAC BANK AMERICA CORP Financial Services 3,825,651.0 $186.5M 0.68% -80K -2.0% $48.75 +15.3%
32 SPY STATE STR SPDR S&P 500 ETF T Financial Services 284,859.0 $185.3M 0.68% -4K -1.5% $650.34 +14.8%
33 ORCL ORACLE CORP Technology 1,228,349.0 $180.7M 0.66% -39K -3.0% $147.11 +25.3%
34 CAT CATERPILLAR INC Industrials 241,629.0 $171.2M 0.62% +4K +1.8% $708.46 +39.1%
35 NEE NEXTERA ENERGY INC Utilities 1,776,692.0 $165.0M 0.60% $92.88 -6.6%
36 PEP PEPSICO INC Consumer Defensive 1,053,501.0 $163.6M 0.60% +16K +1.5% $155.29 -8.5%
37 EFA ISHARES TR 1,569,421.0 $152.4M 0.56% -16K -1.0% $97.13 +7.5%
38 IWR ISHARES TR 1,567,151.0 $152.4M 0.56% $97.23 +11.6%
39 WFC WELLS FARGO & CO Financial Services 1,863,405.0 $148.3M 0.54% -57K -3.0% $79.61 +5.3%
40 VWO VANGUARD INTL EQUITY INDEX F 2,658,888.0 $143.7M 0.53% +78K +3.0% $54.05 +12.4%
Page 2 of 62  ·  1,235 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%