PAS
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Park Avenue Securities’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Park Avenue Securities’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 		$227K Buy
3,811
+317
+9% +$19.7K ﹤0.01% 1423
2025
Q4 		$212K Buy
+3,494
New +$206K ﹤0.01% 1433
2024
Q4 		– Sell
-6,849
Closed -$362K – 1501
2024
Q3 		$362K Buy
+6,849
New +$351K ﹤0.01% 1106
2024
Q1 		– Sell
-6,065
Closed -$279K – 1390
2023
Q4 		$279K Buy
+6,065
New +$240K ﹤0.01% 1153
2021
Q2 		– Sell
-6,188
Closed -$321K – 1029
2021
Q1 		$321K Buy
6,188
+135
+2% +$6.58K 0.01% 753
2020
Q4 		$253K Buy
+6,053
New +$224K 0.01% 750
2020
Q1 		– Sell
-11,753
Closed -$556K – 455
2019
Q4 		$556K Buy
+11,753
New +$533K 0.02% 274

Other funds holding KBE

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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