Pinnacle Wealth Planning Services
KBE icon

Pinnacle Wealth Planning Services’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Pinnacle Wealth Planning Services’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
Q3 		$162K Sell
2,558
-200
-7% -$13.7K 0.02% 600
2026
Q2 		$188K Hold
2,758
– – 0.02% 550
2026
Q1 		$164K Hold
2,758
– – 0.02% 550
2025
Q4 		$167K Buy
+2,758
New +$162K 0.02% 538

Other funds holding KBE

MRA Advisory Group
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
Sage Advisory Services
Sage Advisory Services Austin, Texas $186M AUM 7.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Segment Wealth Management
Segment Wealth Management Houston, Texas $1.94B AUM 22.24% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
L.J. Altfest & Co
L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return
NTV Asset Management
NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Pinnacle Wealth Planning Services's KBE Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its State Street SPDR S&P Bank ETF (KBE) stake by 7.3% in Q3 2026, selling an estimated $13.7K and leaving 2,558 shares worth $162K. The position accounts for 0.02% of the portfolio, ranked #600.

Pinnacle Wealth Planning Services first reported a position in KBE in Q4 2025 and has held it in 4 quarters since. The position peaked at $188K in Q2 2026. 81 funds tracked by Wall St. Rank hold KBE as of Q3 2026.

  • Pinnacle Wealth Planning Services held 2,558 shares of State Street SPDR S&P Bank ETF worth $162K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 200 State Street SPDR S&P Bank ETF shares in Q3 2026, an estimated $13.7K.
  • State Street SPDR S&P Bank ETF made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #600 holding.
  • Pinnacle Wealth Planning Services first reported a position in State Street SPDR S&P Bank ETF in Q4 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's State Street SPDR S&P Bank ETF position peaked at $188K in Q2 2026.
  • 81 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.