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Stephens Inc’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Stephens Inc’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 		$673K Hold
9,860
– – 0.01% 793
2026
Q1 		$587K Hold
9,860
– – 0.01% 808
2025
Q4 		$598K Hold
9,860
– – 0.01% 784
2025
Q3 		$586K Sell
9,860
-250
-2% -$14.7K 0.01% 795
2025
Q2 		$564K Buy
10,110
+688
+7% +$35.8K 0.01% 793
2025
Q1 		$499K Buy
9,422
+181
+2% +$10.1K 0.01% 814
2024
Q4 		$513K Sell
9,241
-250
-3% -$14.3K 0.01% 829
2024
Q3 		$502K Buy
9,491
+651
+7% +$33.3K 0.01% 838
2024
Q2 		$410K Hold
8,840
– – 0.01% 880
2024
Q1 		$416K Buy
8,840
+1,317
+18% +$59.1K 0.01% 886
2023
Q4 		$346K Buy
7,523
+800
+12% +$31.7K 0.01% 885
2023
Q3 		$248K Sell
6,723
-225
-3% -$8.76K ﹤0.01% 961
2023
Q2 		$250K Hold
6,948
– – ﹤0.01% 983
2023
Q1 		$258K Sell
6,948
-400
-5% -$18K ﹤0.01% 941
2022
Q4 		$332K Buy
7,348
+400
+6% +$18.8K 0.01% 832
2022
Q3 		$308K Buy
6,948
+900
+15% +$42.8K 0.01% 886
2022
Q2 		$265K Buy
6,048
+300
+5% +$14.3K 0.01% 970
2022
Q1 		$301K Buy
5,748
+1,850
+47% +$103K ﹤0.01% 1006
2021
Q4 		$213K Buy
+3,898
New +$216K ﹤0.01% 1186
2021
Q2 		– Sell
-4,123
Closed -$214K – 1360
2021
Q1 		$214K Buy
+4,123
New +$201K ﹤0.01% 1142

Other funds holding KBE

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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Stephens Inc's KBE Position: Q2 2026 in Review

Stephens Inc held its State Street SPDR S&P Bank ETF (KBE) position steady in Q2 2026 at 9,860 shares worth $673K. The position accounts for 0.01% of the portfolio, ranked #793.

Stephens Inc first reported a position in KBE in Q1 2021 and has held it in 20 quarters since. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

  • Stephens Inc held 9,860 shares of State Street SPDR S&P Bank ETF worth $673K as of Q2 2026.
  • Stephens Inc left its State Street SPDR S&P Bank ETF share count unchanged in Q2 2026.
  • State Street SPDR S&P Bank ETF made up 0.01% of Stephens Inc's portfolio in Q2 2026, its #793 holding.
  • Stephens Inc first reported a position in State Street SPDR S&P Bank ETF in Q1 2021 and has held it in 20 quarters since.
  • 265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.