KEYBANK NATIONAL ASSOCIATION/OH
Institutional investor · Portfolio as of Q4 2025
Top Holdings1,191 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 3.2M | $2.2B | 7.7% | $375.94 | +83.52% | 28 qtrssince 2019-Q1 | Increased 63 |
MICROSOFT CORP | 2.8M | $1.3B | 4.8% | $184.16 | +164.70% | 28 qtrssince 2019-Q1 | Increased 62 |
APPLE INC | 4.8M | $1.3B | 4.7% | $106.52 | +154.53% | 28 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 5.3M | $994.4M | 3.6% | $112.64 | +66.50% | 28 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 3.1M | $955.9M | 3.4% | $99.61 | +215.09% | 28 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE MSCI EAFE ETF | 9.4M | $837.8M | 3.0% | $65.28 | +37.67% | 28 qtrssince 2019-Q1 | Increased 63 |
AMAZON.COM INC | 3.1M | $710.7M | 2.5% | $111.26 | +109.00% | 28 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P MIDCAP ETF | 9.1M | $597.8M | 2.1% | $55.99 | +19.14% | 28 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 1.7M | $593.2M | 2.1% | $156.98 | +122.86% | 28 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 1.8M | $579.8M | 2.1% | $125.32 | +156.92% | 28 qtrssince 2019-Q1 | Increased 58 |
ISHARES MSCI USA QUALITY FAC | 2.7M | $528.5M | 1.9% | $106.13 | +88.55% | 28 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 3.8M | $458.3M | 1.6% | $86.48 | +40.71% | 28 qtrssince 2019-Q1 | Increased 50 |
CAMECO CORP | 4.9M | $449.4M | 1.6% | $15.80 | +478.30% | 28 qtrssince 2019-Q1 | Decreased 0 |
INVESCO S&P 500 EQUAL WEIGHT | 2.3M | $444.5M | 1.6% | $127.47 | +51.58% | 28 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD FTSE DEVELOPED ETF | 6.3M | $392.5M | 1.4% | $39.69 | +58.19% | 28 qtrssince 2019-Q1 | Decreased 0 |
PARKER HANNIFIN CORP | 407,149 | $357.9M | 1.3% | $233.26 | +280.34% | 28 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD S&P 500 ETF | 569,337 | $357M | 1.3% | $330.85 | +90.94% | 28 qtrssince 2019-Q1 | Increased 50 |
ISHARES GOLD TRUST | 3.7M | $301M | 1.1% | $38.15 | +114.18% | 28 qtrssince 2019-Q1 | Increased 49 |
COSTCO WHOLESALE CORP | 335,004 | $288.9M | 1.0% | $286.09 | +200.10% | 28 qtrssince 2019-Q1 | Increased 49 |
JOHNSON & JOHNSON | 1.4M | $280.3M | 1.0% | $146.01 | +41.71% | 28 qtrssince 2019-Q1 | Increased 56 |
KEYBANK NATIONAL ASSOCIATION/OH manages $27.9B across 1191 positions as of Q4 2025. Top holdings: IVV (7.7%), MSFT (4.8%), AAPL (4.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 85 new positions, 66 exits, 562 increased. Top move: IVV (INCREASED, conviction 63). Portfolio: $27.9B across 1191 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer