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VCM
Viewpoint Capital Management’s
State Street SPDR S&P Bank ETF
KBE
Stock Holding History
Viewpoint Capital Management’s Portfolio
KBE Stock Details
KBE Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$16.4K
Hold
275
–
–
0.01%
125
2025
Q4
$16.7K
Hold
275
–
–
0.01%
124
2025
Q3
$16.3K
Hold
275
–
–
0.01%
126
2025
Q2
$15.3K
Hold
275
–
–
0.01%
124
2025
Q1
$14.6K
Hold
275
–
–
0.01%
130
2024
Q4
$15.3K
Hold
275
–
–
0.01%
126
2024
Q3
$14.4K
Hold
275
–
–
0.01%
127
2024
Q2
$12.8K
Hold
275
–
–
0.01%
128
2024
Q1
$13K
Hold
275
–
–
0.01%
124
2023
Q4
$12.7K
Hold
275
–
–
0.01%
122
2023
Q3
$10.1K
Hold
275
–
–
0.01%
118
2023
Q2
$9.9K
Hold
275
–
–
0.01%
118
2023
Q1
$10.2K
Hold
275
–
–
0.01%
109
2022
Q4
$12.4K
Hold
275
–
–
0.01%
106
2022
Q3
$12K
Hold
275
–
–
0.01%
101
2022
Q2
$12K
Hold
275
–
–
0.01%
106
2022
Q1
$14K
Hold
275
–
–
0.01%
106
2021
Q4
$15K
Buy
+275
New
+$15.2K
0.01%
109
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
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
WBG
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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