GC
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Grimes & Company’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Grimes & Company’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 		$210K Buy
3,524
+19
+0.5% +$1.18K 0.01% 408
2025
Q4 		$213K Buy
3,505
+21
+0.6% +$1.24K 0.01% 429
2025
Q3 		$207K Buy
+3,484
New +$205K 0.01% 434
2020
Q1 		– Sell
-4,782
Closed -$226K – 253
2019
Q4 		$226K Hold
4,782
– – 0.01% 242
2019
Q3 		$206K Hold
4,782
– – 0.01% 241
2019
Q2 		$207K Buy
+4,782
New +$208K 0.02% 234
2018
Q4 		– Sell
-4,827
Closed -$225K – 242
2018
Q3 		$225K Hold
4,827
– – 0.02% 221
2018
Q2 		$228K Hold
4,827
– – 0.02% 213
2018
Q1 		$231K Buy
+4,827
New +$240K 0.02% 208

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