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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 64 of 66  ·  1,310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 CGBL CAPITAL GROUP CORE BALANCED 5,507.0 $209K 0.00% NEW $37.96 +0.7%
1262 COLD AMERICOLD REALTY TRUST INC Real Estate 13,290.0 $209K 0.00% NEW $15.72 -3.0%
1263 ROL ROLLINS INC Consumer Cyclical 5,003.0 $209K 0.00% +25.0 +0.5% $41.74 -11.6%
1264 HURN HURON CONSULTING GROUP INC Industrials 2,314.0 $209K 0.00% -1K -38.9% $90.16 +79.3%
1265 RGLD ROYAL GOLD INC Basic Materials 1,035.0 $207K 0.00% +58.0 +5.9% $199.61 +29.8%
1266 IBDS ISHARES TR 8,500.0 $206K 0.00% $24.22 -0.1%
1267 TECK TECK RESOURCES LTD Basic Materials 3,451.0 $205K 0.00% NEW $59.46 +16.4%
1268 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 16,921.0 $205K 0.00% $12.12 -3.7%
1269 WOLF WOLFSPEED INC Technology 4,232.0 $204K 0.00% NEW $48.25 -46.6%
1270 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 2,325.0 $203K 0.00% NEW $87.22 +10.5%
1271 MKTX MARKETAXESS HLDGS INC Financial Services 1,780.0 $202K 0.00% -971.0 -35.3% $113.49 +42.8%
1272 ESE ESCO TECHNOLOGIES INC Technology 577.0 $202K 0.00% NEW $350.04 -17.9%
1273 CIVB CIVISTA BANCSHARES INC Financial Services 7,150.0 $202K 0.00% NEW $28.22 -2.2%
1274 MILLROSE PPTYS INC 6,690.0 $201K 0.00% NEW $30.05
1275 ICL ICL GROUP LTD Basic Materials 40,341.0 $201K 0.00% +21K +106.5% $4.98 +16.5%
1276 SLYG SPDR SERIES TRUST 1,685.0 $201K 0.00% NEW $119.13 -2.6%
1277 VALE VALE S A Basic Materials 13,331.0 $200K 0.00% +3K +31.3% $15.04 -3.0%
1278 XAR SPDR SERIES TRUST 706.0 $200K 0.00% NEW $283.79 -3.9%
1279 OGE OGE ENERGY CORP Utilities 4,115.0 $200K 0.00% NEW $48.66 -6.2%
1280 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 24,921.0 $196K 0.00% $7.88 -4.7%
Page 64 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%