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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 6 of 66  ·  1,310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AMD ADVANCED MICRO DEVICES INC Technology 97,714.0 $56.8M 0.19% +9K +10.6% $580.91 -18.5%
102 IWO ISHARES TR 143,663.0 $56.6M 0.19% -2K -1.5% $393.96 -1.7%
103 DUK DUKE ENERGY CORP NEW Utilities 429,881.0 $54.4M 0.18% +24K +5.8% $126.58 -5.3%
104 VYM VANGUARD WHITEHALL FDS 343,741.0 $54.3M 0.18% +13K +4.0% $158.03 +4.4%
105 DIS DISNEY WALT CO Communication Services 559,460.0 $53.8M 0.18% -33K -5.5% $96.25 +12.0%
106 LOW LOWES COS INC Consumer Cyclical 228,570.0 $50.4M 0.17% -7K -2.8% $220.49 -2.0%
107 GE GE AEROSPACE Industrials 133,275.0 $49.8M 0.16% -2K -1.2% $373.73 -6.8%
108 MS MORGAN STANLEY Financial Services 237,589.0 $49.7M 0.16% -7K -3.0% $209.04 +2.5%
109 SPGI S&P GLOBAL INC Financial Services 121,393.0 $49.4M 0.16% -7K -5.2% $407.26 +5.9%
110 QDF FLEXSHARES TR 539,792.0 $48.5M 0.16% -8K -1.4% $89.92 +2.6%
111 IEI ISHARES TR 411,681.0 $48.4M 0.16% +4K +1.1% $117.45 -0.9%
112 ALGN ALIGN TECHNOLOGY INC Healthcare 282,088.0 $47.6M 0.16% $168.66 -3.6%
113 ULTA ULTA BEAUTY INC Consumer Cyclical 104,341.0 $47.1M 0.15% -4K -3.6% $450.98 +15.6%
114 IUSB ISHARES TR 998,099.0 $46.1M 0.15% +25K +2.6% $46.15 -1.6%
115 BKNG BOOKING HOLDINGS INC Consumer Cyclical 252,963.0 $45.1M 0.15% +243K +2318.2% $178.24 +17.6%
116 GLD SPDR GOLD TR Financial Services 115,485.0 $42.5M 0.14% -4K -3.4% $368.38 +14.9%
117 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 44,012.0 $42.5M 0.14% -1K -2.9% $965.00 -11.9%
118 IVE ISHARES TR 185,455.0 $42.1M 0.14% -8K -4.1% $227.06 +4.5%
119 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 339,822.0 $41.8M 0.14% -12K -3.5% $123.11 +31.0%
120 VTI VANGUARD INDEX FDS 107,062.0 $39.6M 0.13% +11K +12.0% $370.04 +2.2%
Page 6 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%