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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 35 of 66  ·  1,310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 RY ROYAL BK CDA Financial Services 4,401.0 $911K 0.00% -4K -44.7% $206.97 -0.7%
682 LITE LUMENTUM HLDGS INC Technology 1,059.0 $909K 0.00% NEW $858.05 +0.5%
683 TILT FLEXSHARES TR 3,288.0 $908K 0.00% $276.07 +2.6%
684 HYMB SPDR SERIES TRUST 35,679.0 $908K 0.00% +8K +27.8% $25.44 -2.3%
685 EA ELECTRONIC ARTS INC Communication Services 4,420.0 $906K 0.00% +451.0 +11.4% $205.04 +2.3%
686 PZA INVESCO EXCH TRADED FD TR II 38,456.0 $904K 0.00% +21K +126.8% $23.52 -3.1%
687 ROKU ROKU INC Communication Services 6,513.0 $900K 0.00% +3K +69.0% $138.14 +14.6%
688 COHU COHU INC Technology 12,162.0 $899K 0.00% -2K -13.7% $73.91 -29.2%
689 LSCC LATTICE SEMICONDUCTOR CORP Technology 5,865.0 $897K 0.00% -516.0 -8.1% $152.96 -24.8%
690 IWY ISHARES TR 3,081.0 $895K 0.00% $290.62 -1.9%
691 TXT TEXTRON INC Industrials 9,709.0 $891K 0.00% +829.0 +9.3% $91.73 -10.0%
692 HMC HONDA MOTOR CO LTD Consumer Cyclical 32,763.0 $888K 0.00% +21K +180.0% $27.11 +16.8%
693 NICE NICE LTD Technology 9,690.0 $880K 0.00% -1K -13.1% $90.85 +9.1%
694 DFAX DIMENSIONAL ETF TRUST 23,895.0 $880K 0.00% $36.84 +3.9%
695 COHR COHERENT CORP Technology 2,219.0 $875K 0.00% NEW $394.47 -26.7%
696 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 10,450.0 $861K 0.00% +2K +19.1% $82.40 -4.6%
697 KTB KONTOOR BRANDS INC Consumer Cyclical 10,302.0 $859K 0.00% +3K +43.8% $83.34 -1.8%
698 PII POLARIS INC Consumer Cyclical 12,541.0 $858K 0.00% +1K +10.4% $68.44 -8.3%
699 NI NISOURCE INC Utilities 18,045.0 $858K 0.00% +4K +25.8% $47.55 -14.2%
700 GMAB GENMAB A/S Healthcare 31,068.0 $853K 0.00% +538.0 +1.8% $27.47 +23.6%
Page 35 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%