JFG
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Jefferies Financial Group’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Jefferies Financial Group’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 		– Sell
-16,653
Closed -$1.01M – 1991
2025
Q4 		$1.01M Buy
16,653
+14,168
+570% +$835K 0.01% 1075
2025
Q3 		$148K Sell
2,485
-16,460
-87% -$970K ﹤0.01% 1310
2025
Q2 		$1.06M Sell
18,945
-6,055
-24% -$315K 0.02% 720
2025
Q1 		$1.32M Sell
25,000
-217,783
-90% -$12.2M 0.02% 711
2024
Q4 		$13.5M Buy
+242,783
New +$13.9M 0.15% 182
2024
Q1 		– Sell
-13,022
Closed -$599K – 1847
2023
Q4 		$599K Buy
+13,022
New +$515K 0.01% 1151
2023
Q2 		– Sell
-418
Closed -$15.5K – 1884
2023
Q1 		$15.5K Buy
+418
New +$18.8K ﹤0.01% 1543

Other funds holding KBE

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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