Corient Private Wealth
KBE icon

Corient Private Wealth’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Corient Private Wealth’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
2026
Q1 		$467K Sell
7,840
-6,865
-47% -$427K ﹤0.01% 2068
2025
Q4 		$892K Buy
14,705
+6,281
+75% +$370K ﹤0.01% 1944
2025
Q3 		$501K Buy
8,424
+1,770
+27% +$104K ﹤0.01% 1789
2025
Q2 		$371K Sell
6,654
-102
-2% -$5.31K ﹤0.01% 1876
2025
Q1 		$358K Sell
6,756
-1,669
-20% -$93.5K ﹤0.01% 1762
2024
Q4 		$467K Buy
8,425
+1,551
+23% +$88.6K ﹤0.01% 1663
2024
Q3 		$364K Buy
6,874
+260
+4% +$13.3K ﹤0.01% 1921
2024
Q2 		$307K Hold
6,614
– – ﹤0.01% 1893
2024
Q1 		$312K Sell
6,614
-975
-13% -$43.7K ﹤0.01% 1873
2023
Q4 		$349K Buy
7,589
+762
+11% +$30.1K ﹤0.01% 1792
2023
Q3 		$252K Buy
+6,827
New +$266K ﹤0.01% 1823

Other funds holding KBE

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return