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Sargent Investment Group’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Sargent Investment Group’s Portfolio KRE Stock Details KRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$224K Buy
+2,987
New +$209K 0.03% 255
2022
Q2 		– Sell
-3,042
Closed -$210K – 198
2022
Q1 		$210K Buy
+3,042
New +$222K 0.05% 172

Other funds holding KRE

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Sargent Investment Group's KRE Position: Q2 2026 in Review

Sargent Investment Group opened a new position in State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2026: 2,987 shares worth $224K. The stake represents 0.03% of the portfolio and ranks #255 among its holdings. This is a return to the name: Sargent Investment Group previously reported a position in KRE as recently as Q1 2022.

Sargent Investment Group first reported a position in KRE in Q1 2022 and has held it in 2 quarters since. 547 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

  • Sargent Investment Group held 2,987 shares of State Street SPDR S&P Regional Banking ETF worth $224K as of Q2 2026.
  • State Street SPDR S&P Regional Banking ETF was a new Sargent Investment Group position in Q2 2026.
  • State Street SPDR S&P Regional Banking ETF made up 0.03% of Sargent Investment Group's portfolio in Q2 2026, its #255 holding.
  • Sargent Investment Group first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2022 and has held it in 2 quarters since.
  • 547 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Sargent Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.