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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 40 of 66  ·  1,310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 MAA MID-AMER APT CMNTYS INC Real Estate 4,882.0 $678K 0.00% -93.0 -1.9% $138.94 -4.2%
782 GRMN GARMIN LTD Technology 2,844.0 $676K 0.00% +256.0 +9.9% $237.54 +22.6%
783 IWC ISHARES TR 3,377.0 $676K 0.00% $200.04 -1.7%
784 VGK VANGUARD INTL EQUITY INDEX F 7,608.0 $674K 0.00% +5K +189.6% $88.54 +4.6%
785 CHE CHEMED CORP NEW Healthcare 1,443.0 $672K 0.00% +72.0 +5.2% $465.74 +16.2%
786 TWST TWIST BIOSCIENCE CORP Healthcare 6,523.0 $671K 0.00% -2K -21.8% $102.88 +36.9%
787 FBNC FIRST BANCORP N C Financial Services 10,495.0 $671K 0.00% $63.93 +2.1%
788 ERO ERO COPPER CORP Basic Materials 25,035.0 $670K 0.00% +3K +13.9% $26.75 +44.1%
789 STLD STEEL DYNAMICS INC Basic Materials 2,900.0 $665K 0.00% -49.0 -1.7% $229.46 -0.1%
790 CBOE CBOE GLOBAL MKTS INC Financial Services 2,735.0 $664K 0.00% +46.0 +1.7% $242.67 +27.0%
791 QLD PROSHARES TR 6,828.0 $661K 0.00% $96.76 -9.3%
792 LNT ALLIANT ENERGY CORP Utilities 8,646.0 $660K 0.00% +3K +47.7% $76.29 -10.3%
793 MOOG INC 1,556.0 $659K 0.00% NEW $423.84
794 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 8,092.0 $657K 0.00% -2K -19.7% $81.16 -9.4%
795 VIAV VIAVI SOLUTIONS INC Technology 13,751.0 $657K 0.00% -7K -33.0% $47.75 -22.6%
796 BAND BANDWIDTH INC Technology 10,372.0 $657K 0.00% NEW $63.30 -26.8%
797 ACGL ARCH CAP GROUP LTD Financial Services 6,757.0 $656K 0.00% +1K +17.4% $97.06 +4.2%
798 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 2,504.0 $654K 0.00% +31.0 +1.2% $261.37 +34.2%
799 JBHT HUNT J B TRANS SVCS INC Industrials 2,259.0 $654K 0.00% +494.0 +28.0% $289.43 -10.2%
800 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 18,015.0 $653K 0.00% +5K +40.7% $36.24 +4.4%
Page 40 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%