Coston McIsaac & Partners’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Coston McIsaac & Partners’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	$0	Hold	1	–	–	﹤0.01%	868
2025 Q4	$0	Hold	1	–	–	﹤0.01%	871
2025 Q3	$0	Hold	1	–	–	﹤0.01%	822
2025 Q2	$0	Buy	+1	New	+$52	﹤0.01%	793
2025 Q1	–	Sell	-1	Closed	–	–	793
2024 Q4	$0	Hold	1	–	–	﹤0.01%	793
2024 Q3	$0	Hold	1	–	–	﹤0.01%	784
2024 Q2	$0	Hold	1	–	–	﹤0.01%	767
2024 Q1	$0	Hold	1	–	–	﹤0.01%	749
2023 Q4	$0	Hold	1	–	–	﹤0.01%	748
2023 Q3	$0	Hold	1	–	–	﹤0.01%	753
2023 Q2	$0	Hold	1	–	–	﹤0.01%	809
2023 Q1	$0	Hold	1	–	–	﹤0.01%	825
2022 Q4	$0	Hold	1	–	–	﹤0.01%	791
2022 Q3	$0	Hold	1	–	–	﹤0.01%	710
2022 Q2	$0	Buy	+1	New	+$48	﹤0.01%	492

Other funds holding KBE

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

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

WBG

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Coston McIsaac & Partners's KBE Position: Q1 2026 in Review

Coston McIsaac & Partners held its State Street SPDR S&P Bank ETF (KBE) position steady in Q1 2026 at 1 share worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #868.

Coston McIsaac & Partners first reported a position in KBE in Q2 2022 and has held it in 15 quarters since. 249 funds tracked by Wall St. Rank hold KBE as of Q1 2026.

Coston McIsaac & Partners held 1 share of State Street SPDR S&P Bank ETF worth $0 as of Q1 2026.
Coston McIsaac & Partners left its State Street SPDR S&P Bank ETF share count unchanged in Q1 2026.
State Street SPDR S&P Bank ETF made up ﹤0.01% of Coston McIsaac & Partners's portfolio in Q1 2026, its #868 holding.
Coston McIsaac & Partners first reported a position in State Street SPDR S&P Bank ETF in Q2 2022 and has held it in 15 quarters since.
249 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2026.

Based on Coston McIsaac & Partners's 13F filing for Q1 2026, filed 22 Apr 2026.