EP Wealth Advisors’s State Street SPDR S&P Bank ETF KBE Stock Holding History

EP Wealth Advisors’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 Q2	$158K	Sell	2,313 -1,886	-45%	-$121K	﹤0.01%	1579
2026 Q1	$250K	Buy	4,199 +74	+2%	+$4.61K	﹤0.01%	1275
2025 Q4	$250K	Buy	+4,125	New	+$243K	﹤0.01%	1243
2025 Q2	$256K	Buy	4,594 +1,029	+29%	+$53.6K	﹤0.01%	1108
2025 Q1	$189K	Sell	3,565 -352	-9%	-$19.7K	﹤0.01%	1149
2024 Q4	$217K	Sell	3,917 -100	-2%	-$5.71K	﹤0.01%	1032
2024 Q3	$212K	Sell	4,017 -1,916	-32%	-$98.1K	﹤0.01%	1018
2024 Q2	$275K	Hold	5,933	–	–	﹤0.01%	678
2024 Q1	$279K	Sell	5,933 -392	-6%	-$17.6K	﹤0.01%	650
2023 Q4	$291K	Buy	6,325 +100	+2%	+$3.96K	﹤0.01%	624
2023 Q3	$229K	Sell	6,225 -13,224	-68%	-$515K	﹤0.01%	627
2023 Q2	$224K	Buy	+19,449	New	+$693K	﹤0.01%	628
2023 Q1	–	Sell	-3,735	Closed	-$169K	–	673
2022 Q4	$169K	Buy	+3,735	New	+$175K	﹤0.01%	566

Other funds holding KBE

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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

EP Wealth Advisors's KBE Position: Q2 2026 in Review

EP Wealth Advisors reduced its State Street SPDR S&P Bank ETF (KBE) stake by 45% in Q2 2026, selling an estimated $121K and leaving 2,313 shares worth $158K. The position accounts for ﹤0.01% of the portfolio, ranked #1579.

EP Wealth Advisors first reported a position in KBE in Q4 2022 and has held it in 13 quarters since. The position peaked at $291K in Q4 2023. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

EP Wealth Advisors held 2,313 shares of State Street SPDR S&P Bank ETF worth $158K as of Q2 2026.
EP Wealth Advisors sold 1,886 State Street SPDR S&P Bank ETF shares in Q2 2026, an estimated $121K.
State Street SPDR S&P Bank ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1579 holding.
EP Wealth Advisors first reported a position in State Street SPDR S&P Bank ETF in Q4 2022 and has held it in 13 quarters since.
EP Wealth Advisors's State Street SPDR S&P Bank ETF position peaked at $291K in Q4 2023.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.