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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 2 of 66  ·  1,310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 326,605.0 $305.5M 1.00% -7K -2.2% $935.47 +1.3%
22 ABBV ABBVIE INC Healthcare 1,184,894.0 $298.2M 0.98% +38K +3.3% $251.64 +5.3%
23 IAU ISHARES GOLD TR Financial Services 3,665,787.0 $276.8M 0.91% +48K +1.3% $75.51 +14.9%
24 JAAA JANUS DETROIT STR TR 5,016,481.0 $253.3M 0.83% +319K +6.8% $50.49 +0.4%
25 CAT CATERPILLAR INC Industrials 236,765.0 $252.1M 0.83% -5K -2.0% $1064.90 -22.3%
26 GOOG ALPHABET INC 679,829.0 $240.2M 0.79% -25K -3.5% $353.33
27 IWM ISHARES TR 775,413.0 $233.0M 0.77% -12K -1.6% $300.45 -0.2%
28 BAC BANK OF AMER CORP Financial Services 3,751,319.0 $213.8M 0.70% -74K -1.9% $56.98 +8.3%
29 MA MASTERCARD INCORPORATED Financial Services 409,893.0 $210.5M 0.69% -8K -1.9% $513.60 +13.1%
30 SPY STATE STR SPDR S&P 500 ETF T Financial Services 278,892.0 $208.3M 0.69% -6K -2.1% $746.77 +2.5%
31 INTC INTEL CORP Technology 1,483,658.0 $207.2M 0.68% -32K -2.1% $139.63 -35.5%
32 PG PROCTER & GAMBLE CO Consumer Defensive 1,395,353.0 $204.6M 0.67% -19K -1.3% $146.64 -1.3%
33 CVX CHEVRON CORPORATION Energy 1,227,289.0 $203.4M 0.67% -98K -7.4% $165.76 +23.8%
34 CSCO CISCO SYS INC Technology 1,670,551.0 $196.2M 0.65% -21K -1.3% $117.46 -5.5%
35 ORCL ORACLE CORP Technology 1,213,445.0 $177.8M 0.58% -15K -1.2% $146.55 -0.1%
36 XOM EXXON MOBIL CORP Energy 1,277,183.0 $174.6M 0.57% -144K -10.1% $136.72 +20.8%
37 IWR ISHARES TR 1,557,703.0 $171.8M 0.56% -9K -0.6% $110.32 +2.8%
38 EFA ISHARES TR 1,542,820.0 $160.3M 0.53% -27K -1.7% $103.88 +4.2%
39 VWO VANGUARD INTL EQUITY INDEX F 2,648,421.0 $158.1M 0.52% $59.69 +1.3%
40 WFC WELLS FARGO & CO Financial Services 1,837,010.0 $151.8M 0.50% -26K -1.4% $82.64 +1.5%
Page 2 of 66  ·  1,310 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%