Pathstone Holdings
KBE icon

Pathstone Holdings’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Pathstone Holdings’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 		$615K Hold
10,321
– – ﹤0.01% 1651
2025
Q4 		$626K Hold
10,321
– – ﹤0.01% 1653
2025
Q3 		$613K Hold
10,321
– – ﹤0.01% 1671
2025
Q2 		$575K Hold
10,321
– – ﹤0.01% 1658
2025
Q1 		$547K Hold
10,321
– – ﹤0.01% 1683
2024
Q4 		$573K Hold
10,321
– – ﹤0.01% 1666
2024
Q3 		$546K Hold
10,321
– – ﹤0.01% 1677
2024
Q2 		$479K Sell
10,321
-985
-9% -$44.8K ﹤0.01% 1720
2024
Q1 		$533K Hold
11,306
– – ﹤0.01% 1657
2023
Q4 		$520K Buy
+11,306
New +$447K ﹤0.01% 1485

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