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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 62 of 66  ·  1,310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 MOH MOLINA HEALTHCARE INC Healthcare 1,024.0 $234K 0.00% NEW $228.71 -12.4%
1222 NYT NEW YORK TIMES CO MTN BE Communication Services 3,337.0 $234K 0.00% +82.0 +2.5% $69.98 -6.1%
1223 PAAS PAN AMERN SILVER CORP Basic Materials 5,193.0 $233K 0.00% +959.0 +22.6% $44.79 +18.5%
1224 GOVT ISHARES TR 10,160.0 $231K 0.00% +566.0 +5.9% $22.78 -1.4%
1225 VPL VANGUARD INTL EQUITY INDEX F 1,999.0 $231K 0.00% NEW $115.69 -0.5%
1226 GSLC GOLDMAN SACHS ETF TR 1,609.0 $228K 0.00% -102.0 -6.0% $141.89 +3.0%
1227 WBI WATERBRIDGE INFRASTRUCTURE L Energy 6,656.0 $228K 0.00% NEW $34.27 -7.5%
1228 R RYDER SYS INC Industrials 864.0 $228K 0.00% -385.0 -30.8% $263.77 -5.3%
1229 UPRO PROSHARES TR 1,607.0 $228K 0.00% NEW $141.79 +5.7%
1230 GPN GLOBAL PMTS INC Industrials 3,139.0 $228K 0.00% NEW $72.56 +28.8%
1231 ISHARES TR 4,586.0 $227K 0.00% $49.55
1232 SHC SOTERA HEALTH CO Healthcare 12,779.0 $227K 0.00% +293.0 +2.4% $17.75 +10.3%
1233 BIO BIO RAD LABS INC Healthcare 771.0 $226K 0.00% NEW $293.61 +29.4%
1234 EQWL INVESCO EXCHANGE TRADED FD T 1,751.0 $226K 0.00% $129.02 +4.6%
1235 M MACYS INC Consumer Cyclical 9,583.0 $226K 0.00% NEW $23.55 -3.1%
1236 SPYG SPDR SERIES TRUST 1,889.0 $225K 0.00% NEW $118.99 +1.0%
1237 MTN VAIL RESORTS INC Consumer Cyclical 1,645.0 $224K 0.00% NEW $136.15 +12.2%
1238 INTA INTAPP INC Technology 8,833.0 $223K 0.00% -5K -36.8% $25.21 +64.0%
1239 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 10,340.0 $222K 0.00% +87.0 +0.8% $21.45 +21.2%
1240 KWR QUAKER HOUGHTON Basic Materials 1,389.0 $221K 0.00% -695.0 -33.4% $158.87 +2.6%
Page 62 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%