Valley National Advisers’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Valley National Advisers’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 Q1	$31K	Hold	528	–	–	﹤0.01%	448
2025 Q4	$32K	Hold	528	–	–	﹤0.01%	451
2025 Q3	$31K	Hold	528	–	–	﹤0.01%	430
2025 Q2	$29K	Hold	528	–	–	﹤0.01%	439
2025 Q1	$27K	Hold	528	–	–	﹤0.01%	450
2024 Q4	$29K	Hold	528	–	–	0.01%	414
2024 Q3	$27K	Hold	528	–	–	﹤0.01%	418
2024 Q2	$24K	Hold	528	–	–	﹤0.01%	489
2024 Q1	$24K	Hold	528	–	–	﹤0.01%	495
2023 Q4	$24K	Buy	+528	New	+$20.9K	﹤0.01%	513
2020 Q2	–	Sell	-1,329	Closed	-$36K	–	815
2020 Q1	$36K	Buy	+1,329	New	+$53.2K	0.01%	314

Other funds holding KBE

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return