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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 54 of 66  ·  1,310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 TFSL TFS FINL CORP Financial Services 20,279.0 $359K 0.00% +2K +13.2% $17.72 -0.5%
1062 TSEM TOWER SEMICONDUCTOR LTD Technology 1,370.0 $357K 0.00% -4K -75.5% $260.64 -14.6%
1063 LADR LADDER CAP CORP Real Estate 35,763.0 $356K 0.00% -7K -16.3% $9.95 -0.3%
1064 CEF SPROTT ASSET MANAGEMENT LP Financial Services 8,818.0 $355K 0.00% $40.23 +17.4%
1065 HTO H2O AMERICA Utilities 5,808.0 $353K 0.00% +2K +45.2% $60.77 +4.5%
1066 TPL TEXAS PACIFIC LAND CORPORATI Energy 805.0 $352K 0.00% +289.0 +56.0% $437.64 -12.3%
1067 WWD WOODWARD INC Industrials 828.0 $352K 0.00% +31.0 +3.9% $425.44 -19.3%
1068 AUB ATLANTIC UN BANKSHARES CORP Financial Services 8,267.0 $350K 0.00% +1K +18.6% $42.31 -2.7%
1069 VST VISTRA CORP Utilities 2,204.0 $350K 0.00% -1K -36.4% $158.63 -14.1%
1070 RGTI RIGETTI COMPUTING INC Technology 18,060.0 $349K 0.00% NEW $19.32 -7.3%
1071 FRME FIRST MERCHANTS CORP Financial Services 7,980.0 $349K 0.00% NEW $43.69 -3.8%
1072 UMH UMH PPTYS INC Real Estate 23,004.0 $348K 0.00% -13K -35.4% $15.14 +9.0%
1073 BKMI BNY MELLON ETF TRUST II 13,163.0 $348K 0.00% -24K -64.9% $26.44 -1.7%
1074 CPRT COPART INC Industrials 12,323.0 $347K 0.00% -16K -57.1% $28.19 +19.9%
1075 CHT CHUNGHWA TELECOM CO LTD Communication Services 7,848.0 $347K 0.00% +3K +52.3% $44.26 -2.0%
1076 PRK PARK NATL CORP Financial Services 1,898.0 $347K 0.00% +14.0 +0.7% $182.99 +10.5%
1077 BLUE OWL CAPITAL CORPORATION 31,867.0 $346K 0.00% -5K -13.2% $10.87
1078 CRBG COREBRIDGE FINL INC 12,092.0 $346K 0.00% NEW $28.63
1079 CIFR CIPHER DIGITAL INC Financial Services 14,078.0 $345K 0.00% +153.0 +1.1% $24.50 -35.7%
1080 GXO GXO LOGISTICS INCORPORATED Industrials 6,803.0 $345K 0.00% -790.0 -10.4% $50.70 -9.8%
Page 54 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%