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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 49 of 66  ·  1,310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 AGI ALAMOS GOLD INC Basic Materials 15,134.0 $459K 0.00% +2K +11.5% $30.34 +25.3%
962 INN SUMMIT HOTEL PPTYS Real Estate 65,361.0 $458K 0.00% +24K +56.9% $7.01 -11.1%
963 PVLA PALVELLA THERAPEUTICS INC NE Healthcare 2,983.0 $456K 0.00% +1K +63.3% $152.82 -10.6%
964 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 5,923.0 $455K 0.00% -490.0 -7.6% $76.88 -0.8%
965 DCO DUCOMMUN INC DEL Industrials 2,455.0 $455K 0.00% +376.0 +18.1% $185.21 +2.2%
966 AER AERCAP HOLDINGS NV Industrials 3,117.0 $454K 0.00% +27.0 +0.9% $145.78 +1.0%
967 LII LENNOX INTL INC Industrials 793.0 $454K 0.00% NEW $572.96 -29.7%
968 GLOBUS MED INC 5,747.0 $454K 0.00% NEW $79.01
969 KRMN KARMAN HLDGS INC Industrials 9,089.0 $454K 0.00% +2K +31.3% $49.92 +3.7%
970 OMF ONEMAIN HLDGS INC Financial Services 7,441.0 $454K 0.00% NEW $60.97 +4.9%
971 BE BLOOM ENERGY CORP Industrials 1,498.0 $453K 0.00% -585.0 -28.1% $302.70 -35.7%
972 PSMT PRICESMART INC Consumer Defensive 2,319.0 $453K 0.00% -377.0 -14.0% $195.34 -11.0%
973 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 5,701.0 $452K 0.00% +576.0 +11.2% $79.22 +8.0%
974 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 9,411.0 $450K 0.00% +3K +41.7% $47.81 -8.0%
975 AGX ARGAN INC Industrials 563.0 $450K 0.00% -63.0 -10.1% $798.56 -40.6%
976 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 27,884.0 $447K 0.00% -11K -28.9% $16.03 +13.3%
977 FLS FLOWSERVE CORP Industrials 6,012.0 $446K 0.00% NEW $74.16 +6.8%
978 COLB COLUMBIA BKG SYS INC Financial Services 13,849.0 $444K 0.00% NEW $32.05 -3.4%
979 MGC VANGUARD WORLD FD 1,621.0 $444K 0.00% $273.63 +2.1%
980 HLIO HELIOS TECHNOLOGIES INC Industrials 4,968.0 $443K 0.00% -799.0 -13.8% $89.25 -15.1%
Page 49 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%