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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 39 of 62  ·  1,235 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 ERO ERO COPPER CORP Basic Materials 21,981.0 $586K 0.00% -4K -13.7% $26.67 +11.5%
762 MTB M & T BK CORP Financial Services 2,831.0 $585K 0.00% -92.0 -3.1% $206.72 +8.9%
763 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 6,417.0 $582K 0.00% +1K +24.1% $90.67 +6.9%
764 NOK NOKIA CORP Technology 72,146.0 $580K 0.00% +28K +64.2% $8.04 +67.8%
765 APP APPLOVIN CORP Technology 1,456.0 $579K 0.00% -48.0 -3.2% $398.00 +18.0%
766 TTAN SERVICETITAN INC Technology 9,076.0 $576K 0.00% +4K +67.6% $63.46 +1.2%
767 MOAT VANECK ETF TRUST 5,955.0 $576K 0.00% $96.70 +5.6%
768 VSEC VSE CORP Industrials 3,122.0 $576K 0.00% -2K -35.7% $184.40 +18.9%
769 BLDR BUILDERS FIRSTSOURCE INC Industrials 6,979.0 $575K 0.00% -335.0 -4.6% $82.33 -2.1%
770 APTIV PLC 8,256.0 $573K 0.00% -3K -28.4% $69.44
771 ENSG ENSIGN GROUP INC Healthcare 2,842.0 $573K 0.00% -366.0 -11.4% $201.50 -23.7%
772 EWC ISHARES INC 10,440.0 $572K 0.00% -559.0 -5.1% $54.79 +5.6%
773 UMBF UMB FINL CORP Financial Services 5,071.0 $572K 0.00% -69.0 -1.3% $112.79 +18.0%
774 SSD SIMPSON MFG INC Industrials 3,323.0 $570K 0.00% +283.0 +9.3% $171.62 +16.6%
775 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 15,516.0 $570K 0.00% +2K +17.3% $36.75 +6.3%
776 MGRC MCGRATH RENTCORP Industrials 5,154.0 $568K 0.00% -422.0 -7.6% $110.28 +7.2%
777 PLAB PHOTRONICS INC Technology 13,993.0 $565K 0.00% -2K -14.7% $40.41 -16.8%
778 GAP GAP INC Consumer Cyclical 23,356.0 $565K 0.00% +10K +70.3% $24.20 -12.6%
779 LAZ LAZARD INC Financial Services 13,242.0 $563K 0.00% +1K +10.5% $42.48 +4.3%
780 COIN COINBASE GLOBAL INC Financial Services 3,218.0 $562K 0.00% +624.0 +24.1% $174.61 -6.5%
Page 39 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%