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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 42 of 66  ·  1,310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 ENTG ENTEGRIS INC Technology 3,469.0 $624K 0.00% -2K -32.0% $179.86 -23.1%
822 ODFL OLD DOMINION FREIGHT LINE IN Industrials 2,880.0 $624K 0.00% +430.0 +17.6% $216.60 -7.0%
823 KEY KEYCORP Financial Services 27,009.0 $623K 0.00% +10K +58.6% $23.05 -5.1%
824 IMVT IMMUNOVANT INC Healthcare 16,136.0 $622K 0.00% +2K +17.1% $38.53 +12.4%
825 LPLA LPL FINL HLDGS INC Financial Services 2,203.0 $621K 0.00% +391.0 +21.6% $281.68 +29.3%
826 VOE VANGUARD INDEX FDS 3,140.0 $620K 0.00% +146.0 +4.9% $197.60 +6.1%
827 ON ON SEMICONDUCTOR CORP Technology 6,562.0 $620K 0.00% +674.0 +11.4% $94.54 -23.9%
828 URTH ISHARES INC 3,050.0 $618K 0.00% $202.64 +2.9%
829 HBNC HORIZON BANCORP IND Financial Services 30,928.0 $618K 0.00% -7K -18.1% $19.98 -1.4%
830 TOST TOAST INC Technology 22,193.0 $617K 0.00% +4K +19.2% $27.82 +32.0%
831 FCPT FOUR CORNERS PPTY TR INC Real Estate 25,128.0 $617K 0.00% $24.55 +3.9%
832 WERN WERNER ENTERPRISES INC Industrials 14,141.0 $617K 0.00% -541.0 -3.7% $43.61 -13.6%
833 BLOCK INC 8,109.0 $616K 0.00% +3K +64.8% $76.00
834 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 4,977.0 $614K 0.00% +315.0 +6.8% $123.29 +11.5%
835 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 4,997.0 $613K 0.00% +711.0 +16.6% $122.58 +26.2%
836 RB GLOBAL INC 5,256.0 $612K 0.00% +2K +56.5% $116.45
837 ALNT ALLIENT INC Technology 5,942.0 $612K 0.00% NEW $102.93 -9.6%
838 EFSC ENTERPRISE FINL SVCS CORP Financial Services 9,257.0 $610K 0.00% +2K +21.4% $65.88 -3.6%
839 ACADIAN ASSET MANAGEMENT INC 8,498.0 $608K 0.00% -3K -28.2% $71.52
840 TLH ISHARES TR 6,055.0 $608K 0.00% -392.0 -6.1% $100.35 -3.2%
Page 42 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%