Bessemer Group’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Bessemer Group’s Portfolio KBE Stock Details KBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-300	Closed	-$18K	–	2628
2025 Q3	$18K	Sell	300 -122	-29%	-$7.19K	﹤0.01%	1739
2025 Q2	$24K	Sell	422 -50	-11%	-$2.6K	﹤0.01%	1518
2025 Q1	$25K	Buy	472 +22	+5%	+$1.23K	﹤0.01%	1463
2024 Q4	$25K	Hold	450	–	–	﹤0.01%	1454
2024 Q3	$24K	Hold	450	–	–	﹤0.01%	1476
2024 Q2	$21K	Buy	+450	New	+$20.5K	﹤0.01%	1383
2021 Q4	–	Sell	-853,900	Closed	-$47.3M	–	1918
2021 Q3	$45.2M	Hold	853,900	–	–	0.1%	180
2021 Q2	$43.8M	Hold	853,900	–	–	0.1%	187
2021 Q1	$44.3M	Buy	+853,900	New	+$41.6M	0.11%	179
2018 Q1	–	Sell	-500	Closed	-$24K	–	1743
2017 Q4	$24K	Hold	500	–	–	﹤0.01%	1392
2017 Q3	$23K	Hold	500	–	–	﹤0.01%	1460
2017 Q2	$22K	Buy	+500	New	+$21.3K	﹤0.01%	1462
2016 Q3	–	Sell	-2,000	Closed	-$61K	–	1845
2016 Q2	$61K	Buy	2,000 +752	+60%	+$23.8K	﹤0.01%	833
2016 Q1	$38K	Buy	1,248 +663	+113%	+$19.7K	﹤0.01%	947
2015 Q4	$20K	Buy	+585	New	+$20.4K	﹤0.01%	1130

Other funds holding KBE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

MAM

Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bessemer Group's KBE Position: Q4 2025 in Review

Bessemer Group sold out of State Street SPDR S&P Bank ETF (KBE) in Q4 2025, closing a stake of 300 shares — an estimated $18K sold.

Bessemer Group first reported a position in KBE in Q4 2015 and held it in 15 quarters. The position peaked at $45.2M in Q3 2021. 264 funds tracked by Wall St. Rank hold KBE as of Q4 2025.

Bessemer Group reported no remaining State Street SPDR S&P Bank ETF position as of Q4 2025 after selling out during the quarter.
Bessemer Group sold 300 State Street SPDR S&P Bank ETF shares in Q4 2025, an estimated $18K.
Bessemer Group first reported a position in State Street SPDR S&P Bank ETF in Q4 2015 and held it in 15 quarters.
Bessemer Group's State Street SPDR S&P Bank ETF position peaked at $45.2M in Q3 2021.
264 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2025.

Based on Bessemer Group's 13F filing for Q4 2025, filed 5 Feb 2026.