Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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CIAS
CBIZ Investment Advisory Services’s
SPDR S&P Bank ETF
KBE
Stock Holding History
CBIZ Investment Advisory Services’s Portfolio
KBE Stock Details
KBE Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Shares
Change %
Capital Flow
Portfolio Weight
Portfolio Position
2025
Q2
$558
Hold
10
–
–
﹤0.01%
631
2025
Q1
$530
Hold
10
–
–
﹤0.01%
549
2024
Q4
$555
Hold
10
–
–
﹤0.01%
443
2024
Q3
$528
Hold
10
–
–
﹤0.01%
385
2024
Q2
$464
Hold
10
–
–
﹤0.01%
385
2024
Q1
$471
Buy
+10
New
+$471
﹤0.01%
344
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Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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