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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 37 of 66  ·  1,310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 AVDE AMERICAN CENTY ETF TR 8,887.0 $793K 0.00% NEW $89.20 +5.4%
722 SSD SIMPSON MFG INC Industrials 3,752.0 $785K 0.00% +429.0 +12.9% $209.35 -10.4%
723 GBCI GLACIER BANCORP INC NEW Financial Services 15,194.0 $784K 0.00% +682.0 +4.7% $51.58 -9.3%
724 MOAT VANECK ETF TRUST 7,537.0 $784K 0.00% +2K +26.6% $103.96 +10.3%
725 SMH VANECK ETF TRUST 1,192.0 $782K 0.00% +238.0 +24.9% $655.89 -16.6%
726 CNC CENTENE CORP DEL Healthcare 12,153.0 $780K 0.00% +3K +31.1% $64.19 +2.3%
727 APTIV PLC 12,621.0 $775K 0.00% +4K +52.9% $61.38
728 STM STMICROELECTRONICS N V Technology 10,333.0 $774K 0.00% +1K +15.0% $74.89 -34.1%
729 NATWEST GROUP PLC 43,883.0 $774K 0.00% -3K -6.3% $17.63
730 INSM INSMED INC Healthcare 7,252.0 $773K 0.00% -8K -51.1% $106.62 +16.3%
731 MKSI MKS INC. Technology 1,737.0 $773K 0.00% +429.0 +32.8% $444.80 -39.5%
732 SCCO SOUTHERN COPPER CORP Basic Materials 4,413.0 $769K 0.00% +3K +189.0% $174.26 +22.9%
733 UAL UNITED AIRLS HLDGS INC Industrials 5,650.0 $768K 0.00% +2K +72.2% $135.99 -16.5%
734 PSN PARSONS CORP DEL Industrials 14,618.0 $766K 0.00% -15K -49.9% $52.39 -6.8%
735 TQQQ PROSHARES TR 9,426.0 $764K 0.00% $81.00 -14.8%
736 WTFC WINTRUST FINL CORP Financial Services 4,750.0 $763K 0.00% +75.0 +1.6% $160.72 -5.4%
737 TTMI TTM TECHNOLOGIES INC Technology 4,079.0 $763K 0.00% -1K -22.7% $187.02 -42.7%
738 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 7,048.0 $760K 0.00% +142.0 +2.1% $107.78 +3.8%
739 ICICI BANK LIMITED 26,077.0 $757K 0.00% +6K +30.7% $29.03
740 UMBF UMB FINL CORP Financial Services 5,301.0 $757K 0.00% +230.0 +4.5% $142.76 +0.8%
Page 37 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%