Keybank Q3 Investment Activity: Focus on Growth ETFs

KeyBank National Association/Oh reported significant changes to its portfolio holdings for the period ending June 30, 2026. The financial institution demonstrated active management by both increasing and decreasing positions across various sectors.

Major Purchases in Q3

The investor significantly boosted its position in several exchange-traded funds (ETFs) during the third quarter:

• IEFA saw a substantial increase of approximately 1.86% in shares, marking one of its largest additions.
• IJR, the Invesco S&P 500 Equal Weight Small Cap ETF, increased by about 4.01%, adding over half a million shares.
• JAAA experienced an enormous jump of roughly 678% in holdings, making it one of the investor's most notable buys during this period.
• The investment also added shares to ISHARES TR (QUAL), albeit on a smaller scale (-9.24% change).

Notable Reductions and Exits

In contrast to its buying activity, KeyBank National Association/Oh also reduced some of its holdings:

• GE HEALTHCARE TECHNOLOGIES I (GEHC) was sold off significantly, with a nearly -62% reduction in shares.

The investor's portfolio saw other changes as well:

• IWF was added substantially, with a nearly three-fold increase in shares.
• A few individual stocks showed modest increases, such as TRANSOCEAN LTD and TYSON FOODS INC (TSN).
• The portfolio held a total of 1269 individual holdings, indicating active management.

KeyBank National Association/Oh's investment strategy appears to favor diversification and exposure to specific sectors:

• The investor holds approximately 42% in unknown allocations, the largest category by value.
• KeyBank's portfolio allocates about 18.68% to Technology and roughly 5.99% to Healthcare.
• The top five holdings account for approximately 22.71% of the total portfolio value, suggesting a concentrated but diversified approach.