Lowe Brockenbrough & Co’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Lowe Brockenbrough & Co’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	$58K	Hold	850	–	–	﹤0.01%	299
2026 Q1	$50.6K	Hold	850	–	–	﹤0.01%	297
2025 Q4	$51.6K	Hold	850	–	–	﹤0.01%	297
2025 Q3	$50.5K	Hold	850	–	–	﹤0.01%	305
2025 Q2	$47.4K	Buy	+850	New	+$44.3K	﹤0.01%	297

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

Lowe Brockenbrough & Co's KBE Position: Q2 2026 in Review

Lowe Brockenbrough & Co held its State Street SPDR S&P Bank ETF (KBE) position steady in Q2 2026 at 850 shares worth $58K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

Lowe Brockenbrough & Co first reported a position in KBE in Q2 2025 and has held it in 5 quarters since. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

Lowe Brockenbrough & Co held 850 shares of State Street SPDR S&P Bank ETF worth $58K as of Q2 2026.
Lowe Brockenbrough & Co left its State Street SPDR S&P Bank ETF share count unchanged in Q2 2026.
State Street SPDR S&P Bank ETF made up ﹤0.01% of Lowe Brockenbrough & Co's portfolio in Q2 2026, its #299 holding.
Lowe Brockenbrough & Co first reported a position in State Street SPDR S&P Bank ETF in Q2 2025 and has held it in 5 quarters since.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q2 2026, filed 3 Aug 2026.