Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

KEYBANK NATIONAL ASSOCIATION/OH

•CIK: 1089877•Filing: Q4 2025

KeyBank National Association, with $27.9B in AUM, maintains a diversified portfolio with top holdings in IVV, MSFT, and AAPL, reflecting a focus on large-cap growth and tech exposure. Recently, the fund has made notable moves by adding SJM and GEV significantly, while exiting KEL and LTC, indicating a strategic shift towards sectors with higher growth potential.

Total AUM

$27.9B

QoQ Performance

-1.9%

Positions

983

Top 10 Concentration

38.6%

Latest Filing

Q4 2025

Top Holdings Allocation

IVV

IVV7.7%

MSFT4.8%

AAPL4.7%

NVDA3.6%

GOOGL3.4%

IEFA3.0%

AMZN2.5%

IJH2.1%

📈 Biggest Buys

SCHWAB STRATEGIC TR

+32896.7%

0.8% of portfolio

MICROSOFT CORP

+5.8%

4.8% of portfolio

ISHARES TR

+8.0%

3.0% of portfolio

JPMORGAN CHASE & CO.

+7.7%

2.1% of portfolio

JOHNSON & JOHNSON

+15.6%

1.0% of portfolio

📉 Biggest Sells

INVESCO EXCHANGE TRADED FD T

-35.8%

1.6% of portfolio

KENVUE INC

-64.8%

0.1% of portfolio

ISHARES TR

-7.3%

1.9% of portfolio

ALPHABET INC

-8.2%

0.8% of portfolio

VANGUARD TAX-MANAGED FDS

-4.5%

1.4% of portfolio

Sector Breakdown

Other42.1%

Technology23.8%

ETF10.4%

Financial6.3%

Consumer5.9%

Healthcare5.3%

Industrial2.1%

Materials1.0%

🚪 Exited Positionssold since Q3 2025

KELLANOVA

SOLD

$1.6B

FISERV INC

SOLD

$51.6M

PARSONS CORP DEL

SOLD

$27.7M

MONDELEZ INTL INC

SOLD

$16.9M

KIMBERLY-CLARK CORP

SOLD

$15.9M

+968 more exited positions

Changes from Q3 2025

NEW1 new position

↑98 increased

↓99 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

NVIDIA CORPORATION

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