KeyBank National Association
HLIO icon

KeyBank National Association’s Helios Technologies HLIO Stock Holding History

KeyBank National Association’s Portfolio HLIO Stock Details HLIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$443K Sell
4,968
-799
-14% -$61.3K ﹤0.01% 980
2026
Q1 		$373K Buy
5,767
+1,624
+39% +$109K ﹤0.01% 947
2025
Q4 		$222K Buy
+4,143
New +$223K ﹤0.01% 1125

Other funds holding HLIO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

KeyBank National Association's HLIO Position: Q2 2026 in Review

KeyBank National Association reduced its Helios Technologies (HLIO) stake by 14% in Q2 2026, selling an estimated $61.3K and leaving 4,968 shares worth $443K. The position accounts for ﹤0.01% of the portfolio, ranked #980.

KeyBank National Association first reported a position in HLIO in Q4 2025 and has held it in 3 quarters since. 284 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

  • KeyBank National Association held 4,968 shares of Helios Technologies worth $443K as of Q2 2026.
  • KeyBank National Association sold 799 Helios Technologies shares in Q2 2026, an estimated $61.3K.
  • Helios Technologies made up ﹤0.01% of KeyBank National Association's portfolio in Q2 2026, its #980 holding.
  • KeyBank National Association first reported a position in Helios Technologies in Q4 2025 and has held it in 3 quarters since.
  • 284 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on KeyBank National Association's 13F filing for Q2 2026, filed 28 Jul 2026.