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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 45 of 66  ·  1,310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 TRN TRINITY INDS INC Industrials 15,860.0 $548K 0.00% +1K +7.8% $34.58 -14.1%
882 OXY OCCIDENTAL PETE CORP Energy 11,283.0 $548K 0.00% +1K +11.2% $48.57 +23.8%
883 TWLO TWILIO INC Communication Services 2,655.0 $548K 0.00% NEW $206.33 +7.9%
884 DG DOLLAR GEN CORP Consumer Defensive 4,748.0 $547K 0.00% -920.0 -16.2% $115.11 +8.9%
885 OSK OSHKOSH CORP Industrials 3,560.0 $546K 0.00% -1K -28.6% $153.48 +1.9%
886 TLT ISHARES TR 6,321.0 $546K 0.00% -3K -34.7% $86.42 -4.5%
887 SIRIUSPOINT LTD 22,705.0 $545K 0.00% +714.0 +3.2% $24.00
888 CVLT COMMVAULT SYS INC Technology 3,833.0 $543K 0.00% NEW $141.73 -7.5%
889 VOD VODAFONE GROUP PLC Communication Services 40,782.0 $539K 0.00% +5K +13.4% $13.23 +20.8%
890 TOTL SSGA ACTIVE ETF TR 13,661.0 $539K 0.00% $39.47 -1.6%
891 JBS N.V. 45,461.0 $539K 0.00% +7K +18.5% $11.85
892 WFRD WEATHERFORD INTL PLC Energy 6,580.0 $536K 0.00% +1K +19.1% $81.50 +8.9%
893 WMG WARNER MUSIC GROUP CORP Communication Services 19,789.0 $536K 0.00% NEW $27.07 +2.5%
894 FLYW FLYWIRE CORPORATION Technology 30,471.0 $535K 0.00% +302.0 +1.0% $17.57 +10.5%
895 HAS HASBRO INC Consumer Cyclical 6,429.0 $531K 0.00% -1K -16.6% $82.59 +15.5%
896 RDVY FIRST TR EXCHANGE TRADED FD 6,544.0 $530K 0.00% NEW $81.06 +1.6%
897 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 1,318.0 $530K 0.00% -209.0 -13.7% $401.84 +0.2%
898 LAZ LAZARD INC Financial Services 12,589.0 $528K 0.00% -653.0 -4.9% $41.94 +5.1%
899 VNT VONTIER CORPORATION Technology 18,168.0 $527K 0.00% +1K +8.3% $29.00 +14.6%
900 HALO HALOZYME THERAPEUTICS INC Healthcare 6,731.0 $527K 0.00% -681.0 -9.2% $78.27 +38.8%
Page 45 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%