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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 52 of 66  ·  1,310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 CARNIVAL CORP LTD 13,706.0 $392K 0.00% NEW $28.57
1022 SOFI SOFI TECHNOLOGIES INC Financial Services 21,837.0 $392K 0.00% -573.0 -2.6% $17.93 +5.5%
1023 CLH CLEAN HARBORS INC Industrials 1,310.0 $391K 0.00% +7.0 +0.5% $298.75 +5.8%
1024 MTDR MATADOR RES CO Energy 7,841.0 $390K 0.00% +820.0 +11.7% $49.78 +17.3%
1025 NVST ENVISTA HOLDINGS CORPORATION Healthcare 14,764.0 $389K 0.00% +739.0 +5.3% $26.35 +3.2%
1026 FIVE FIVE BELOW INC Consumer Cyclical 2,156.0 $388K 0.00% +25.0 +1.2% $179.79 +39.2%
1027 BOW BOWHEAD SPECIALTY HLDGS INC Financial Services 12,925.0 $387K 0.00% +3K +31.2% $29.93 +11.9%
1028 TTAM TITAN AMER SA Basic Materials 20,725.0 $387K 0.00% -3K -11.8% $18.66 -18.7%
1029 FDG AMERICAN CENTY ETF TR 2,903.0 $386K 0.00% NEW $133.10 -0.8%
1030 FLOT ISHARES TR 7,551.0 $385K 0.00% -333.0 -4.2% $51.05 -0.1%
1031 PDFS PDF SOLUTIONS INC Technology 5,434.0 $385K 0.00% NEW $70.79 -35.5%
1032 CORPAY INC 1,151.0 $384K 0.00% +156.0 +15.7% $333.28
1033 KB KB FINL GROUP INC Financial Services 3,650.0 $383K 0.00% +1K +60.9% $104.96 +12.4%
1034 AFG AMERICAN FINANCIAL GROUP INC Financial Services 2,720.0 $381K 0.00% NEW $139.94 +2.7%
1035 RMBS RAMBUS INC DEL Technology 2,866.0 $380K 0.00% -133.0 -4.4% $132.74 -31.3%
1036 BOND PIMCO ETF TR 4,097.0 $378K 0.00% +300.0 +7.9% $92.21 -1.9%
1037 DFAI DIMENSIONAL ETF TRUST 9,138.0 $377K 0.00% -61.0 -0.7% $41.25 +5.1%
1038 MATX MATSON INC Industrials 1,954.0 $376K 0.00% +31.0 +1.6% $192.23 +15.9%
1039 MSTR STRATEGY INC Technology 4,315.0 $375K 0.00% -492.0 -10.2% $86.93 +37.2%
1040 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 1,246.0 $375K 0.00% -2K -61.5% $301.03 -21.5%
Page 52 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%