Sovereign Financial Group’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Sovereign Financial Group’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 Q2	$243K	Sell	3,562 -83	-2%	-$5.32K	0.04%	328
2026 Q1	$217K	Sell	3,645 -41	-1%	-$2.55K	0.04%	325
2025 Q4	$224K	Buy	3,686 +1	+0%	+$59	0.04%	310
2025 Q3	$219K	Buy	3,685 +1	+0%	+$59	0.04%	302
2025 Q2	$205K	Sell	3,684 -251	-6%	-$13.1K	0.04%	299
2025 Q1	$208K	Buy	3,935 +1	+0%	+$56	0.05%	270
2024 Q4	$218K	Buy	3,934 +1	+0%	+$57	0.05%	267
2024 Q3	$208K	Buy	+3,933	New	+$201K	0.05%	270

Other funds holding KBE

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Sovereign Financial Group's KBE Position: Q2 2026 in Review

Sovereign Financial Group reduced its State Street SPDR S&P Bank ETF (KBE) stake by 2.3% in Q2 2026, selling an estimated $5.32K and leaving 3,562 shares worth $243K. The position accounts for 0.04% of the portfolio, ranked #328.

Sovereign Financial Group first reported a position in KBE in Q3 2024 and has held it in 8 quarters since. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

Sovereign Financial Group held 3,562 shares of State Street SPDR S&P Bank ETF worth $243K as of Q2 2026.
Sovereign Financial Group sold 83 State Street SPDR S&P Bank ETF shares in Q2 2026, an estimated $5.32K.
State Street SPDR S&P Bank ETF made up 0.04% of Sovereign Financial Group's portfolio in Q2 2026, its #328 holding.
Sovereign Financial Group first reported a position in State Street SPDR S&P Bank ETF in Q3 2024 and has held it in 8 quarters since.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.