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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 65 of 66  ·  1,310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 CUSHMAN AND WAKEFIELD LTD 14,248.0 $191K 0.00% NEW $13.39
1282 LIBERTY GLOBAL LTD 17,151.0 $189K 0.00% $11.00
1283 UTZ UTZ BRANDS INC Consumer Defensive 24,462.0 $188K 0.00% +3K +16.0% $7.70 +82.3%
1284 PBI PITNEY BOWES INC Industrials 10,253.0 $180K 0.00% NEW $17.52 -5.9%
1285 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 10,039.0 $174K 0.00% NEW $17.35 -2.2%
1286 MECHANICS BANCORP 10,784.0 $171K 0.00% NEW $15.90
1287 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 17,175.0 $166K 0.00% -3K -13.5% $9.68 -6.7%
1288 GEL GENESIS ENERGY L P Energy 11,348.0 $161K 0.00% $14.17 +14.3%
1289 BBCP CONCRETE PUMPING HLDGS INC Industrials 13,324.0 $161K 0.00% -10K -42.9% $12.05 -22.7%
1290 MPT MEDICAL PROPERTIES TRUST INC Financial Services 34,526.0 $160K 0.00% +17K +93.3% $4.62 -10.8%
1291 NUV NUVEEN MUN VALUE FD INC Financial Services 16,001.0 $148K NEW $9.22 -2.7%
1292 KEP KOREA ELEC PWR CORP Utilities 11,760.0 $142K NEW $12.10 -6.9%
1293 CAG CONAGRA BRANDS INC Consumer Defensive 10,509.0 $141K NEW $13.46 +22.2%
1294 BDJ BLACKROCK ENHANCED EQUITY DI Financial Services 14,584.0 $140K +4K +32.6% $9.57 +2.3%
1295 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 26,363.0 $132K $4.99 +3.8%
1296 LIBERTY GLOBAL LTD 11,415.0 $130K +371.0 +3.4% $11.37
1297 AEGON LTD 14,771.0 $125K +3K +22.1% $8.44
1298 CABA CABALETTA BIO INC Healthcare 39,005.0 $121K NEW $3.11 +0.6%
1299 STLA STELLANTIS N.V Consumer Cyclical 20,635.0 $118K +1K +6.0% $5.74 -5.8%
1300 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 11,064.0 $117K NEW $10.57 +13.2%
Page 65 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%