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Erin Monroe

Keybank National Association Oh

Assets Managed
$27.38B
Holdings
1235
Last Quarter
2026 - Q1
Filed Date
1mo 10d ago
Growth Rate
-1.93%(2Q avg: -1.92%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Keybank National Association Oh's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1235 positions.

Assets under management

The assets under management (AUM) of Keybank National Association Oh over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 27.38B in assets, with a quarterly growth rate of -1.93% and a 2-quarter average growth rate of -1.92%. The portfolio is managed by Erin Monroe, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 0.97%
7.6%
$2.079B
3.182M shares@ $653.22 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.41%
4.48%
$1.226B
4.83M shares@ $253.8 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.15%
3.75%
$1.026B
2.771M shares@ $370.18 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 8.79%
3.37%
$922.268M
10.187M shares@ $90.54 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -0.99%
3.37%
$920.605M
5.279M shares@ $174.41 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -0.71%
3.19%
$871.961M
3.032M shares@ $287.57 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 1.6%
2.38%
$651.514M
3.128M shares@ $208.28 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 1.04%
2.26%
$617.97M
9.151M shares@ $67.54 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -0.62%
1.93%
$525.979M
1.788M shares@ $294.17 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -2.33%
1.9%
$518.126M
1.674M shares@ $309.52 avg price

1-10 of 1235