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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 60 of 66  ·  1,310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 LKQ LKQ CORP Consumer Cyclical 10,340.0 $272K 0.00% -2K -15.9% $26.33 -2.1%
1182 AES AES CORP Utilities 18,485.0 $271K 0.00% +3K +19.9% $14.66 +0.8%
1183 AVPT AVEPOINT INC Technology 24,170.0 $271K 0.00% -4K -15.3% $11.21 +19.3%
1184 HRB BLOCK H & R INC Consumer Cyclical 7,113.0 $271K 0.00% +593.0 +9.1% $38.08 +41.0%
1185 KGC KINROSS GOLD CORP Basic Materials 11,465.0 $271K 0.00% +358.0 +3.2% $23.62 +38.7%
1186 OZK BANK OZK LITTLE ROCK ARK Financial Services 5,098.0 $266K 0.00% NEW $52.09 -5.1%
1187 AGYS AGILYSYS INC Technology 2,541.0 $266K 0.00% NEW $104.50 +8.9%
1188 NEBIUS GROUP N.V. 961.0 $265K 0.00% NEW $276.17
1189 BNTX BIONTECH SE Healthcare 2,848.0 $265K 0.00% -219.0 -7.1% $93.05 +25.3%
1190 GFS GLOBALFOUNDRIES INC Technology 3,213.0 $265K 0.00% NEW $82.41 -41.7%
1191 QTEC FIRST TR EXCHANGE-TRADED FD 788.0 $264K 0.00% NEW $334.69 -6.1%
1192 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 14,092.0 $262K 0.00% +3K +27.9% $18.57 -26.5%
1193 USFD US FOODS HLDG CORP Consumer Defensive 2,546.0 $260K 0.00% +171.0 +7.2% $102.25 +7.2%
1194 SBAC SBA COMMUNICATIONS CORP Real Estate 1,472.0 $260K 0.00% +298.0 +25.4% $176.46 +3.5%
1195 IUSV ISHARES TR 2,341.0 $258K 0.00% NEW $110.15 +4.3%
1196 CXT CRANE NXT CO Industrials 5,039.0 $258K 0.00% -1K -22.7% $51.16 -1.9%
1197 KALU KAISER ALUMINIUM CORPORATION Basic Materials 1,317.0 $258K 0.00% NEW $195.63 -21.2%
1198 MTRN MATERION CORP Basic Materials 859.0 $255K 0.00% NEW $297.39 -22.0%
1199 EPR EPR PPTYS Real Estate 4,391.0 $255K 0.00% NEW $58.01 +4.0%
1200 SPEM SPDR INDEX SHS FDS 4,885.0 $253K 0.00% $51.78 +1.2%
Page 60 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%