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Phoenix Financial’s KraneShares Bosera MSCI China A 50 Connect Index ETF KBA Stock Holding History

Phoenix Financial’s Portfolio KBA Stock Details KBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.24M Sell
40,962
-44,462
-52% -$1.36M 0.01% 211
2025
Q4 		$2.64M Hold
85,424
– – 0.03% 160
2025
Q3 		$2.57M Hold
85,424
– – 0.03% 168
2025
Q2 		$2.07M Hold
85,424
– – 0.03% 179
2025
Q1 		$2.02M Sell
85,424
-1,556
-2% -$36.5K 0.03% 177
2024
Q4 		$2.04M Hold
86,980
– – 0.03% 183
2024
Q3 		$2.25M Hold
86,980
– – 0.03% 177
2024
Q2 		$1.89M Hold
86,980
– – 0.03% 188
2024
Q1 		$1.86M Sell
86,980
-1,845,343
-95% -$37.6M 0.03% 192
2023
Q4 		$45.1M Hold
1,932,323
– – 0.75% 36
2023
Q3 		$43.9M Buy
1,932,323
+1,845,000
+2,113% +$43.3M 0.8% 32
2023
Q2 		$2.02M Buy
87,323
+1,899
+2% +$46.6K 0.04% 162
2023
Q1 		$2.22M Buy
+85,424
New +$2.31M 0.05% 139
2022
Q4 		– Sell
-90,081
Closed -$2.79M – 313
2022
Q3 		$2.79M Sell
90,081
-114,192
-56% -$3.92M 0.06% 124
2022
Q2 		$7.93M Buy
204,273
+29,929
+17% +$1.05M 0.16% 89
2022
Q1 		$6.39M Buy
174,344
+46,840
+37% +$1.86M 0.11% 121
2021
Q4 		$6.2M Sell
127,504
-8,137
-6% -$378K 0.1% 116
2021
Q3 		$6.21M Sell
135,641
-7,466
-5% -$343K 0.11% 116
2021
Q2 		$6.85M Sell
143,107
-150,036
-51% -$6.93M 0.13% 127
2021
Q1 		$13M Buy
293,143
+279,444
+2,040% +$13.3M 0.29% 91
2020
Q4 		$628K Buy
+13,699
New +$585K 0.02% 244
2020
Q3 		– Sell
-8,579
Closed -$277K – 354
2020
Q2 		$277K Buy
+8,579
New +$269K 0.01% 265

Other funds holding KBA

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SSCM
Spectrum Strategic Capital Management Corvallis, Oregon $186M AUM 21.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Phoenix Financial's KBA Position: Q1 2026 in Review

Phoenix Financial reduced its KraneShares Bosera MSCI China A 50 Connect Index ETF (KBA) stake by 52% in Q1 2026, selling an estimated $1.36M and leaving 40,962 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #211.

Phoenix Financial first reported a position in KBA in Q2 2020 and has held it in 22 quarters since. The position peaked at $45.1M in Q4 2023. 41 funds tracked by Wall St. Rank hold KBA as of Q1 2026.

  • Phoenix Financial held 40,962 shares of KraneShares Bosera MSCI China A 50 Connect Index ETF worth $1.24M as of Q1 2026.
  • Phoenix Financial sold 44,462 KraneShares Bosera MSCI China A 50 Connect Index ETF shares in Q1 2026, an estimated $1.36M.
  • KraneShares Bosera MSCI China A 50 Connect Index ETF made up 0.01% of Phoenix Financial's portfolio in Q1 2026, its #211 holding.
  • Phoenix Financial first reported a position in KraneShares Bosera MSCI China A 50 Connect Index ETF in Q2 2020 and has held it in 22 quarters since.
  • Phoenix Financial's KraneShares Bosera MSCI China A 50 Connect Index ETF position peaked at $45.1M in Q4 2023.
  • 41 funds tracked by Wall St. Rank held KraneShares Bosera MSCI China A 50 Connect Index ETF as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.