Bessemer Group’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Bessemer Group’s Portfolio KRE Stock Details KRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$161M	Sell	2,147,844 -118,279	-5%	-$8.28M	0.22%	120
2026 Q1	$148M	Buy	2,266,123 +333,799	+17%	+$22.6M	0.23%	105
2025 Q4	$125M	Sell	1,932,324 -255,095	-12%	-$16M	0.19%	128
2025 Q3	$138M	Buy	2,187,419 +185,920	+9%	+$11.7M	0.21%	122
2025 Q2	$119M	Buy	2,001,499 +381,080	+24%	+$21.2M	0.19%	133
2025 Q1	$92.1M	Sell	1,620,419 -232,166	-13%	-$14.1M	0.17%	145
2024 Q4	$112M	Buy	1,852,585 +408,350	+28%	+$25.3M	0.18%	133
2024 Q3	$81.7M	Buy	1,444,235 +354,287	+33%	+$19.4M	0.13%	157
2024 Q2	$53.5M	Buy	1,089,948 +175,962	+19%	+$8.49M	0.09%	183
2024 Q1	$46M	Buy	913,986 +63,380	+7%	+$3.13M	0.08%	199
2023 Q4	$44.6M	Buy	850,606 +848,656	+43,521%	+$37.9M	0.09%	196
2023 Q3	$81K	Sell	1,950 -1,450	-43%	-$64.7K	﹤0.01%	1254
2023 Q2	$138K	Buy	3,400 +975	+40%	+$40K	﹤0.01%	1142
2023 Q1	$107K	Hold	2,425	–	–	﹤0.01%	1061
2022 Q4	$143K	Sell	2,425 -3,632,950	-100%	-$224M	﹤0.01%	959
2022 Q3	$214M	Buy	3,635,375 +3,632,950	+149,812%	+$227M	0.56%	41
2022 Q2	$141K	Sell	2,425 -786,816	-100%	-$49.1M	﹤0.01%	948
2022 Q1	$54.4M	Sell	789,241 -159,501	-17%	-$11.6M	0.11%	171
2021 Q4	$67.2M	Sell	948,742 -499,297	-34%	-$35.7M	0.13%	160
2021 Q3	$98.1M	Buy	1,448,039 +781,729	+117%	+$50.3M	0.21%	152
2021 Q2	$43.7M	Hold	666,310	–	–	0.09%	188
2021 Q1	$44.2M	Buy	666,310 +665,585	+91,805%	+$41.5M	0.11%	180
2020 Q4	$38K	Buy	+725	New	+$33.2K	﹤0.01%	1041
2020 Q1	–	Sell	-2,600	Closed	-$151K	–	1673
2019 Q4	$151K	Buy	+2,600	New	+$144K	﹤0.01%	1119
2019 Q3	–	Sell	-751,000	Closed	-$39.2M	–	1785
2019 Q2	$40.1M	Buy	+751,000	New	+$40.1M	0.14%	160
2018 Q4	–	Sell	-1,606	Closed	-$95K	–	2008
2018 Q3	$95K	Hold	1,606	–	–	﹤0.01%	1131
2018 Q2	$98K	Hold	1,606	–	–	﹤0.01%	1121
2018 Q1	$97K	Hold	1,606	–	–	﹤0.01%	1132
2017 Q4	$95K	Hold	1,606	–	–	﹤0.01%	1139
2017 Q3	$91K	Hold	1,606	–	–	﹤0.01%	1199
2017 Q2	$88K	Sell	1,606 -578	-26%	-$31.1K	﹤0.01%	1204
2017 Q1	$119K	Sell	2,184 -866,016	-100%	-$48.5M	﹤0.01%	1175
2016 Q4	$48.2M	Hold	868,200	–	–	0.22%	127
2016 Q3	$36.7M	Sell	868,200 -108,050	-11%	-$4.43M	0.18%	134
2016 Q2	$37.5M	Buy	976,250 +107,950	+12%	+$4.27M	0.21%	131
2016 Q1	$32.7M	Buy	868,300 +530,100	+157%	+$19.5M	0.18%	131
2015 Q4	$14.2M	Sell	338,200 -785,300	-70%	-$34M	0.08%	147
2015 Q3	$46.3M	Hold	1,123,500	–	–	0.26%	108
2015 Q2	$49.6M	Hold	1,123,500	–	–	0.26%	117
2015 Q1	$45.9M	Hold	1,123,500	–	–	0.23%	120
2014 Q4	$45.7M	Buy	+1,123,500	New	+$44.1M	0.25%	122
2014 Q2	–	Sell	-200	Closed	-$8K	–	1442
2014 Q1	$8K	Buy	+200	New	+$7.97K	﹤0.01%	1105

Other funds holding KRE

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Bessemer Group's KRE Position: Q2 2026 in Review

Bessemer Group reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 5.2% in Q2 2026, selling an estimated $8.28M and leaving 2,147,844 shares worth $161M. The position accounts for 0.22% of the portfolio, ranked #120.

Bessemer Group first reported a position in KRE in Q1 2014 and has held it in 42 quarters since. The position peaked at $214M in Q3 2022. 544 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Bessemer Group held 2,147,844 shares of State Street SPDR S&P Regional Banking ETF worth $161M as of Q2 2026.
Bessemer Group sold 118,279 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $8.28M.
State Street SPDR S&P Regional Banking ETF made up 0.22% of Bessemer Group's portfolio in Q2 2026, its #120 holding.
Bessemer Group first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2014 and has held it in 42 quarters since.
Bessemer Group's State Street SPDR S&P Regional Banking ETF position peaked at $214M in Q3 2022.
544 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.