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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 4 of 62  ·  1,235 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IQDF FLEXSHARES TR 3,092,929.0 $98.0M 0.36% +233K +8.1% $31.67 +10.4%
62 SHW SHERWIN WILLIAMS CO Basic Materials 301,552.0 $96.7M 0.35% -4K -1.4% $320.55 +0.1%
63 AXP AMERICAN EXPRESS CO Financial Services 317,701.0 $96.1M 0.35% -42K -11.6% $302.48 +11.8%
64 GLW CORNING INC Technology 703,463.0 $95.6M 0.35% -10K -1.4% $135.97 +43.4%
65 ASML ASML HLDG NV Technology 70,435.0 $93.0M 0.34% +5K +7.8% $1320.83 +46.1%
66 RSG REPUBLIC SVCS INC Industrials 424,728.0 $93.0M 0.34% -9K -2.1% $219.02 -6.4%
67 AMGN AMGEN INC Healthcare 247,055.0 $86.9M 0.32% $351.85 -4.1%
68 IWF ISHARES TR 202,856.0 $86.5M 0.32% -8K -3.7% $426.40 -71.1%
69 RIG TRANSOCEAN LTD Energy 12,656,881.0 $83.9M 0.31% +406K +3.3% $6.63 -19.9%
70 KO COCA COLA CO Consumer Defensive 1,101,152.0 $83.7M 0.31% $76.05 +4.4%
71 TKR TIMKEN CO Industrials 824,891.0 $83.0M 0.30% -32K -3.8% $100.57 +41.6%
72 ETN EATON CORP PLC Industrials 231,566.0 $82.8M 0.30% -2K -0.8% $357.67 +17.9%
73 META META PLATFORMS INC Communication Services 142,669.0 $81.6M 0.30% +9K +6.6% $572.13 +0.9%
74 IVW ISHARES TR 707,760.0 $80.1M 0.29% -29K -3.9% $113.11 +22.0%
75 NEM NEWMONT CORP Basic Materials 729,122.0 $78.9M 0.29% -269K -27.0% $108.25 -4.1%
76 MINT PIMCO ETF TR 756,471.0 $76.1M 0.28% $100.57 +0.1%
77 VCSH VANGUARD SCOTTSDALE FDS 954,549.0 $75.7M 0.28% -173K -15.3% $79.27 -0.5%
78 UNP UNION PAC CORP Industrials 278,666.0 $67.6M 0.25% $242.62 +5.9%
79 CMI CUMMINS INC Industrials 125,455.0 $67.5M 0.25% -2K -1.4% $538.02 +33.2%
80 TIP ISHARES TR 609,035.0 $67.2M 0.24% -26K -4.1% $110.36 -0.9%
Page 4 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%