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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 36 of 66  ·  1,310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 9,767.0 $850K 0.00% +6K +133.9% $87.04 +6.9%
702 FHN FIRST HORIZON CORPORATION Financial Services 32,986.0 $846K 0.00% +2K +5.0% $25.64 -4.3%
703 ABCB AMERIS BANCORP Financial Services 9,366.0 $845K 0.00% -423.0 -4.3% $90.26 -4.8%
704 ESI ELEMENT SOLUTIONS INC Basic Materials 17,641.0 $842K 0.00% +327.0 +1.9% $47.75 -26.7%
705 FRPT FRESHPET INC Consumer Defensive 14,174.0 $838K 0.00% +1K +11.3% $59.12 +29.5%
706 IP INTERNATIONAL PAPER CO Consumer Cyclical 21,953.0 $836K 0.00% +11K +104.2% $38.10 +7.7%
707 SPXC SPX TECHNOLOGIES INC Industrials 3,381.0 $829K 0.00% +49.0 +1.5% $245.17 -18.1%
708 CR CRANE COMPANY Industrials 3,704.0 $826K 0.00% -91.0 -2.4% $223.07 -7.5%
709 BLDR BUILDERS FIRSTSOURCE INC Industrials 9,231.0 $826K 0.00% +2K +32.3% $89.48 -21.5%
710 AIG AMERICAN INTL GROUP INC Financial Services 11,073.0 $825K 0.00% -386.0 -3.4% $74.53 +3.8%
711 MSM MSC INDL DIRECT INC Industrials 6,917.0 $823K 0.00% +78.0 +1.1% $118.95 +0.3%
712 HXL HEXCEL CORP NEW Industrials 8,202.0 $821K 0.00% +75.0 +0.9% $100.06 -7.5%
713 INGERSOLL RAND INC 9,928.0 $814K 0.00% -559.0 -5.3% $81.99
714 ADC AGREE RLTY CORP Real Estate 10,713.0 $811K 0.00% -402.0 -3.6% $75.74 -1.5%
715 CNS COHEN & STEERS INC Financial Services 10,571.0 $805K 0.00% +4K +58.5% $76.14 +9.2%
716 MTB M & T BK CORP Financial Services 3,377.0 $804K 0.00% +546.0 +19.3% $238.01 +1.6%
717 ARCC ARES CAPITAL CORP Financial Services 43,271.0 $802K 0.00% +4K +10.4% $18.53 +8.2%
718 AEIS ADVANCED ENERGY INDS Industrials 2,149.0 $801K 0.00% -893.0 -29.4% $372.87 -26.3%
719 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 8,323.0 $799K 0.00% +3K +59.6% $95.98 +23.4%
720 RYANAIR HOLDINGS PLC 12,259.0 $794K 0.00% -803.0 -6.2% $64.75
Page 36 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%