On this page, we present all of the funds holding KBWB from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding KBWB, with a link to that fund's top holdings. The next columns indicate the amount of KBWB stock held by each of the funds holding KBWB, followed by the KBWB position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 153 funds holding KBWB within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE (or by any of the other funds holding KBWB), click the fund name in the "Holder" column of the funds-holding-KBWB table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Bank of America Corp DE | 7,461,803 | $367,046 | 12/31/2023 |
KBWB | 7,461,803 | $367,046 | 12/31/2023 |
Citigroup Inc. | 2,393,731 | $117,748 | 12/31/2023 |
KBWB | 2,393,731 | $117,748 | 12/31/2023 |
Wharton Business Group LLC | 1,648,222 | $81,076 | 12/31/2023 |
KBWB | 1,648,222 | $81,076 | 12/31/2023 |
Fisher Asset Management LLC | 1,593,175 | $78,368 | 12/31/2023 |
KBWB | 1,593,175 | $78,368 | 12/31/2023 |
Barclays PLC | 973,536 | $47,888 | 12/31/2023 |
KBWB | 973,536 | $47,888 | 12/31/2023 |
Susquehanna International Group LLP | $38,208 | 12/31/2023 | |
Call | 840,100 | $41,325 | 12/31/2023 |
Put | 77,500 | $3,812 | 12/31/2023 |
KBWB | 14,137 | $695 | 12/31/2023 |
Rockefeller Capital Management L.P. | 769,983 | $37,876 | 12/31/2023 |
KBWB | 769,983 | $37,876 | 12/31/2023 |
Citadel Advisors LLC | $35,325 | 12/31/2023 | |
Call | 683,800 | $33,636 | 12/31/2023 |
KBWB | 111,034 | $5,462 | 12/31/2023 |
Put | 76,700 | $3,773 | 12/31/2023 |
Goldman Sachs Group Inc. | 617,236 | $30,362 | 12/31/2023 |
KBWB | 617,236 | $30,362 | 12/31/2023 |
BNP Paribas Arbitrage SA | 577,136 | $28,389 | 12/31/2023 |
KBWB | 577,136 | $28,389 | 12/31/2023 |
Royal Bank of Canada | 508,187 | $24,998 | 12/31/2023 |
KBWB | 508,187 | $24,998 | 12/31/2023 |
Wells Fargo & Company MN | 494,060 | $24,303 | 12/31/2023 |
KBWB | 494,060 | $24,303 | 12/31/2023 |
WP Advisors LLC | 477,199 | $23,473 | 12/31/2023 |
KBWB | 477,199 | $23,473 | 12/31/2023 |
Morgan Stanley | 396,356 | $19,497 | 12/31/2023 |
KBWB | 396,356 | $19,497 | 12/31/2023 |
SOL Capital Management CO | 352,288 | $18,904 | 03/31/2024 |
KBWB | 352,288 | $18,904 | 03/31/2024 |
Ledyard National Bank | 343,839 | $16,913 | 12/31/2023 |
KBWB | 343,839 | $16,913 | 12/31/2023 |
Nan Shan Life Insurance Co. Ltd. | 240,695 | $11,840 | 12/31/2023 |
KBWB | 240,695 | $11,840 | 12/31/2023 |
Congress Wealth Management LLC DE | 214,351 | $11,502 | 03/31/2024 |
KBWB | 214,351 | $11,502 | 03/31/2024 |
JPMorgan Chase & Co. | 198,461 | $9,762 | 12/31/2023 |
KBWB | 198,461 | $9,762 | 12/31/2023 |
UBS Group AG | 197,604 | $9,720 | 12/31/2023 |
KBWB | 197,604 | $9,720 | 12/31/2023 |
RFG Holdings Inc. | 177,868 | $9,545 | 03/31/2024 |
KBWB | 177,868 | $9,545 | 03/31/2024 |
North Point Portfolio Managers Corp OH | 119,541 | $6,415 | 03/31/2024 |
KBWB | 119,541 | $6,415 | 03/31/2024 |
Point Break Capital Management LLC | 124,000 | $6,100 | 12/31/2023 |
KBWB | 124,000 | $6,100 | 12/31/2023 |
Commonwealth Equity Services LLC | 111,835 | $5,501 | 12/31/2023 |
KBWB | 111,835 | $5,501 | 12/31/2023 |
Lighthouse Investment Partners LLC | 107,666 | $5,296 | 12/31/2023 |
KBWB | 107,666 | $5,296 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 98,132 | $5,266 | 03/31/2024 |
KBWB | 98,132 | $5,266 | 03/31/2024 |
Lowe Brockenbrough & Co. Inc. | 102,433 | $5,039 | 12/31/2023 |
KBWB | 102,433 | $5,039 | 12/31/2023 |
Wolverine Trading LLC | $5,002 | 12/31/2023 | |
Call | 109,500 | $5,386 | 12/31/2023 |
Put | 7,800 | $384 | 12/31/2023 |
Green Harvest Asset Management LLC | 93,975 | $4,623 | 12/31/2023 |
KBWB | 93,975 | $4,623 | 12/31/2023 |
LPL Financial LLC | 82,348 | $4,051 | 12/31/2023 |
KBWB | 82,348 | $4,051 | 12/31/2023 |
Stephens Inc. AR | 80,882 | $3,979 | 12/31/2023 |
KBWB | 80,882 | $3,979 | 12/31/2023 |
HRT Financial LP | 79,386 | $3,904 | 12/31/2023 |
KBWB | 79,386 | $3,904 | 12/31/2023 |
Cetera Advisors LLC | 78,235 | $3,848 | 12/31/2023 |
KBWB | 78,235 | $3,848 | 12/31/2023 |
Synovus Financial Corp | 59,646 | $2,935 | 12/31/2023 |
KBWB | 59,646 | $2,935 | 12/31/2023 |
Millennium Management LLC | 56,838 | $2,796 | 12/31/2023 |
KBWB | 56,838 | $2,796 | 12/31/2023 |
ProVise Management Group LLC | 52,850 | $2,600 | 12/31/2023 |
KBWB | 52,850 | $2,600 | 12/31/2023 |
GWM Advisors LLC | 39,423 | $1,934 | 12/31/2023 |
KBWB | 39,423 | $1,934 | 12/31/2023 |
Meitav Dash Investments Ltd. | 37,193 | $1,838 | 12/31/2023 |
KBWB | 37,193 | $1,838 | 12/31/2023 |
Ameriprise Financial Inc. | 32,423 | $1,596 | 12/31/2023 |
KBWB | 32,423 | $1,596 | 12/31/2023 |
Tudor Investment Corp Et Al | 30,336 | $1,492 | 12/31/2023 |
KBWB | 30,336 | $1,492 | 12/31/2023 |
Tower Research Capital LLC TRC | 30,094 | $1,480 | 12/31/2023 |
KBWB | 30,094 | $1,480 | 12/31/2023 |
Advisor Group Holdings Inc. | 28,849 | $1,419 | 12/31/2023 |
KBWB | 28,849 | $1,419 | 12/31/2023 |
Fiduciary Trust Co. | 25,530 | $1,256 | 12/31/2023 |
KBWB | 25,530 | $1,256 | 12/31/2023 |
Addison Advisors LLC | 23,753 | $1,168 | 12/31/2023 |
KBWB | 23,753 | $1,168 | 12/31/2023 |
D. E. Shaw & Co. Inc. | 22,697 | $1,116 | 12/31/2023 |
KBWB | 22,697 | $1,116 | 12/31/2023 |
Parallax Volatility Advisers L.P. | 21,726 | $1,069 | 12/31/2023 |
KBWB | 21,726 | $1,069 | 12/31/2023 |
Rockland Trust Co. | 18,490 | $992 | 03/31/2024 |
KBWB | 18,490 | $992 | 03/31/2024 |
Truist Financial Corp | 19,497 | $959 | 12/31/2023 |
KBWB | 19,497 | $959 | 12/31/2023 |
Koshinski Asset Management Inc. | 17,872 | $879 | 12/31/2023 |
KBWB | 17,872 | $879 | 12/31/2023 |
Laidlaw Wealth Management LLC | 17,642 | $868 | 12/31/2023 |
KBWB | 17,642 | $868 | 12/31/2023 |
Jane Street Group LLC | 17,367 | $854 | 12/31/2023 |
KBWB | 17,367 | $854 | 12/31/2023 |
Parsons Capital Management Inc. RI | 14,616 | $784 | 03/31/2024 |
KBWB | 14,616 | $784 | 03/31/2024 |
Qube Research & Technologies Ltd | 15,674 | $771 | 12/31/2023 |
KBWB | 15,674 | $771 | 12/31/2023 |
Valicenti Advisory Services Inc. | 14,150 | $759 | 03/31/2024 |
KBWB | 14,150 | $759 | 03/31/2024 |
Global Retirement Partners LLC | 13,395 | $719 | 03/31/2024 |
KBWB | 13,395 | $719 | 03/31/2024 |
Cambridge Investment Research Advisors Inc. | 13,186 | $708 | 03/31/2024 |
KBWB | 13,186 | $708 | 03/31/2024 |
Glenview Trust Co | 14,376 | $707 | 12/31/2023 |
KBWB | 14,376 | $707 | 12/31/2023 |
Sapient Capital LLC | 12,779 | $686 | 03/31/2024 |
KBWB | 12,779 | $686 | 03/31/2024 |
HighTower Advisors LLC | 14,022 | $686 | 12/31/2023 |
KBWB | 14,022 | $686 | 12/31/2023 |
GLOBALT Investments LLC GA | 13,068 | $643 | 12/31/2023 |
KBWB | 13,068 | $643 | 12/31/2023 |
Dumont & Blake Investment Advisors LLC | 11,906 | $639 | 03/31/2024 |
KBWB | 11,906 | $639 | 03/31/2024 |
Envestnet Asset Management Inc. | 12,192 | $600 | 12/31/2023 |
KBWB | 12,192 | $600 | 12/31/2023 |
Atria Wealth Solutions Inc. | 11,816 | $581 | 12/31/2023 |
KBWB | 11,816 | $581 | 12/31/2023 |
Credit Suisse AG | 11,507 | $566 | 12/31/2023 |
KBWB | 11,507 | $566 | 12/31/2023 |
Simplex Trading LLC | 10,941 | $538 | 12/31/2023 |
KBWB | 10,941 | $538 | 12/31/2023 |
Family Management Corp | 10,817 | $532 | 12/31/2023 |
KBWB | 10,817 | $532 | 12/31/2023 |
Equitable Holdings Inc. | 10,656 | $524 | 12/31/2023 |
KBWB | 10,656 | $524 | 12/31/2023 |
Beacon Financial Advisory LLC | 10,565 | $520 | 12/31/2023 |
KBWB | 10,565 | $520 | 12/31/2023 |
Hazlett Burt & Watson Inc. | 10,345 | $510 | 12/31/2023 |
KBWB | 10,345 | $510 | 12/31/2023 |
Janney Montgomery Scott LLC | 10,168 | $500 | 12/31/2023 |
KBWB | 10,168 | $500 | 12/31/2023 |
One Day In July LLC | 9,884 | $486 | 12/31/2023 |
KBWB | 9,884 | $486 | 12/31/2023 |
Raymond James & Associates | 8,862 | $476 | 03/31/2024 |
KBWB | 8,862 | $476 | 03/31/2024 |
Citizens & Northern Corp | 9,601 | $472 | 12/31/2023 |
KBWB | 9,601 | $472 | 12/31/2023 |
Plancorp LLC | 9,448 | $465 | 12/31/2023 |
KBWB | 9,448 | $465 | 12/31/2023 |
Miracle Mile Advisors LLC | 8,617 | $462 | 03/31/2024 |
KBWB | 8,617 | $462 | 03/31/2024 |
Sanibel Captiva Trust Company Inc. | 8,220 | $404 | 12/31/2023 |
KBWB | 8,220 | $404 | 12/31/2023 |
Bank Hapoalim BM | 7,834 | $385 | 12/31/2023 |
KBWB | 7,834 | $385 | 12/31/2023 |
CWM LLC | 6,957 | $373 | 03/31/2024 |
KBWB | 6,957 | $373 | 03/31/2024 |
Accredited Investors Inc. | 7,519 | $370 | 12/31/2023 |
KBWB | 7,519 | $370 | 12/31/2023 |
CPR Investments Inc. | 6,744 | $362 | 03/31/2024 |
KBWB | 6,744 | $362 | 03/31/2024 |
Trexquant Investment LP | 6,861 | $337 | 12/31/2023 |
KBWB | 6,861 | $337 | 12/31/2023 |
Beacon Pointe Advisors LLC | 6,594 | $324 | 12/31/2023 |
KBWB | 6,594 | $324 | 12/31/2023 |
Envestnet Portfolio Solutions Inc. | 6,143 | $302 | 12/31/2023 |
KBWB | 6,143 | $302 | 12/31/2023 |
Broadleaf Partners LLC | 5,491 | $270 | 12/31/2023 |
KBWB | 5,491 | $270 | 12/31/2023 |
Cetera Investment Advisers | 5,232 | $257 | 12/31/2023 |
KBWB | 5,232 | $257 | 12/31/2023 |
Integrated Wealth Concepts LLC | 5,198 | $256 | 12/31/2023 |
KBWB | 5,198 | $256 | 12/31/2023 |
Glenmede Trust Co. NA | 5,118 | $252 | 12/31/2023 |
KBWB | 5,118 | $252 | 12/31/2023 |
M&T Bank Corp | 5,000 | $246 | 12/31/2023 |
KBWB | 5,000 | $246 | 12/31/2023 |
Cerity Partners LLC | 5,000 | $246 | 12/31/2023 |
KBWB | 5,000 | $246 | 12/31/2023 |
Resources Investment Advisors LLC. | 5,005 | $246 | 12/31/2023 |
KBWB | 5,005 | $246 | 12/31/2023 |
FRG Family Wealth Advisors LLC | 4,970 | $244 | 12/31/2023 |
KBWB | 4,970 | $244 | 12/31/2023 |
Octavia Wealth Advisors LLC | 4,360 | $234 | 03/31/2024 |
KBWB | 4,360 | $234 | 03/31/2024 |
Strategic Blueprint LLC | 4,256 | $228 | 03/31/2024 |
KBWB | 4,256 | $228 | 03/31/2024 |
Robertson Stephens Wealth Management LLC | 4,623 | $227 | 12/31/2023 |
KBWB | 4,623 | $227 | 12/31/2023 |
Fifth Third Securities Inc. | 4,023 | $216 | 03/31/2024 |
KBWB | 4,023 | $216 | 03/31/2024 |
Harvest Fund Management Co. Ltd | 4,211 | $207 | 12/31/2023 |
KBWB | 4,211 | $207 | 12/31/2023 |
Satovsky Asset Management LLC | 3,784 | $203 | 03/31/2024 |
KBWB | 3,784 | $203 | 03/31/2024 |
Capital Analysts LLC | 2,683 | $132 | 12/31/2023 |
KBWB | 2,683 | $132 | 12/31/2023 |
Sunbelt Securities Inc. | 1,663 | $89 | 03/31/2024 |
KBWB | 1,663 | $89 | 03/31/2024 |
Northwestern Mutual Wealth Management Co. | 1,668 | $82 | 12/31/2023 |
KBWB | 1,668 | $82 | 12/31/2023 |
Bank of Montreal Can | 1,400 | $69 | 12/31/2023 |
KBWB | 1,400 | $69 | 12/31/2023 |
Proequities Inc. | 1,210 | $60 | 12/31/2023 |
KBWB | 1,210 | $60 | 12/31/2023 |
Migdal Insurance & Financial Holdings Ltd. | 1,170 | $58 | 12/31/2023 |
KBWB | 1,170 | $58 | 12/31/2023 |
Nalls Sherbakoff Group LLC | 1,167 | $57 | 12/31/2023 |
KBWB | 1,167 | $57 | 12/31/2023 |
Farmers & Merchants Investments Inc. | 819 | $44 | 03/31/2024 |
KBWB | 819 | $44 | 03/31/2024 |
Y.D. More Investments Ltd | 810 | $40 | 12/31/2023 |
KBWB | 810 | $40 | 12/31/2023 |
Harel Insurance Investments & Financial Services Ltd. | 780 | $38 | 12/31/2023 |
KBWB | 780 | $38 | 12/31/2023 |
The PNC Financial Services Group Inc. | 744 | $37 | 12/31/2023 |
KBWB | 744 | $37 | 12/31/2023 |
Spire Wealth Management | 646 | $35 | 03/31/2024 |
KBWB | 646 | $35 | 03/31/2024 |
PFS Partners LLC | 588 | $32 | 03/31/2024 |
KBWB | 588 | $32 | 03/31/2024 |
Harbour Investments Inc. | 644 | $32 | 12/31/2023 |
KBWB | 644 | $32 | 12/31/2023 |
Comerica Bank | 655 | $32 | 12/31/2023 |
KBWB | 655 | $32 | 12/31/2023 |
Trust Co. of Vermont | 616 | $30 | 12/31/2023 |
KBWB | 616 | $30 | 12/31/2023 |
O Shaughnessy Asset Management LLC | 591 | $29 | 12/31/2023 |
KBWB | 591 | $29 | 12/31/2023 |
Blume Capital Management Inc. | 400 | $20 | 12/31/2023 |
KBWB | 400 | $20 | 12/31/2023 |
Aptus Capital Advisors LLC | 399 | $20 | 12/31/2023 |
KBWB | 399 | $20 | 12/31/2023 |
MCF Advisors LLC | 363 | $19 | 03/31/2024 |
KBWB | 363 | $19 | 03/31/2024 |
Guardian Wealth Advisors LLC NC | 379 | $19 | 12/31/2023 |
KBWB | 379 | $19 | 12/31/2023 |
Nelson Van Denburg & Campbell Wealth Management Group LLC | 364 | $18 | 12/31/2023 |
KBWB | 364 | $18 | 12/31/2023 |
Private Wealth Management Group LLC | 366 | $18 | 12/31/2023 |
KBWB | 366 | $18 | 12/31/2023 |
National Bank of Canada FI | 350 | $17 | 12/31/2023 |
KBWB | 350 | $17 | 12/31/2023 |
Headlands Technologies LLC | 354 | $17 | 12/31/2023 |
KBWB | 354 | $17 | 12/31/2023 |
EPG Wealth Management LLC | 355 | $17 | 12/31/2023 |
KBWB | 355 | $17 | 12/31/2023 |
Coastal Investment Advisors Inc. | 300 | $16 | 03/31/2024 |
KBWB | 300 | $16 | 03/31/2024 |
FMR LLC | 296 | $15 | 12/31/2023 |
KBWB | 296 | $15 | 12/31/2023 |
Blair William & Co. IL | 296 | $15 | 12/31/2023 |
KBWB | 296 | $15 | 12/31/2023 |
Allworth Financial LP | 251 | $12 | 12/31/2023 |
KBWB | 251 | $12 | 12/31/2023 |
Tradition Wealth Management LLC | 239 | $12 | 12/31/2023 |
KBWB | 239 | $12 | 12/31/2023 |
Private Trust Co. NA | 208 | $11 | 03/31/2024 |
KBWB | 208 | $11 | 03/31/2024 |
Cutler Group LP | $10 | 03/31/2024 | |
Call | 600 | $8 | 03/31/2024 |
KBWB | 44 | $2 | 03/31/2024 |
Piscataqua Savings Bank | 180 | $10 | 03/31/2024 |
KBWB | 180 | $10 | 03/31/2024 |
Clearstead Advisors LLC | 206 | $10 | 12/31/2023 |
KBWB | 206 | $10 | 12/31/2023 |
Tidemark LLC | 194 | $10 | 12/31/2023 |
KBWB | 194 | $10 | 12/31/2023 |
IFP Advisors Inc | 184 | $9 | 12/31/2023 |
KBWB | 184 | $9 | 12/31/2023 |
Ancora Advisors LLC | 129 | $6 | 12/31/2023 |
KBWB | 129 | $6 | 12/31/2023 |
Carmichael Hill & Associates Inc. | 89 | $5 | 03/31/2024 |
KBWB | 89 | $5 | 03/31/2024 |
Laurel Wealth Advisors LLC | 100 | $5 | 12/31/2023 |
KBWB | 100 | $5 | 12/31/2023 |
Principal Securities Inc. | 88 | $4 | 12/31/2023 |
KBWB | 88 | $4 | 12/31/2023 |
HM Payson & Co. | 77 | $4 | 12/31/2023 |
KBWB | 77 | $4 | 12/31/2023 |
Capital Investment Advisory Services LLC | 74 | $4 | 12/31/2023 |
KBWB | 74 | $4 | 12/31/2023 |
ICA Group Wealth Management LLC | 74 | $4 | 12/31/2023 |
KBWB | 74 | $4 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 71 | $3 | 12/31/2023 |
KBWB | 71 | $3 | 12/31/2023 |
Access Investment Management LLC | 60 | $3 | 12/31/2023 |
KBWB | 60 | $3 | 12/31/2023 |
Creative Financial Designs Inc. ADV | 47 | $2 | 12/31/2023 |
KBWB | 47 | $2 | 12/31/2023 |
TD Waterhouse Canada Inc. | 41 | $2 | 12/31/2023 |
KBWB | 41 | $2 | 12/31/2023 |
Hobbs Group Advisors LLC | 45 | $2 | 12/31/2023 |
KBWB | 45 | $2 | 12/31/2023 |
M&R Capital Management Inc. | 10 | $1 | 03/31/2024 |
KBWB | 10 | $1 | 03/31/2024 |
Logan Capital Management Inc. | 16 | $1 | 12/31/2023 |
KBWB | 16 | $1 | 12/31/2023 |
Edmond DE Rothschild Holding S.A. | 30 | $1 | 12/31/2023 |
KBWB | 30 | $1 | 12/31/2023 |
Key Financial Inc | 19 | $1 | 12/31/2023 |
KBWB | 19 | $1 | 12/31/2023 |
Squarepoint Ops LLC | $0 | 12/31/2023 | |
Put | 25,000 | $1,230 | 12/31/2023 |
Call | 25,000 | $1,230 | 12/31/2023 |
Larson Financial Group LLC | 10 | $0 | 12/31/2023 |
KBWB | 10 | $0 | 12/31/2023 |
Ables Iannone Moore & Associates Inc. | 2 | $0 | 12/31/2023 |
KBWB | 2 | $0 | 12/31/2023 |
Capital Fund Management S.A. | 13,000 | $-639 | 12/31/2023 |
Put | 13,000 | $639 | 12/31/2023 |
See Summary: Institutional Holders of KBWB
See Details: Top 10 Hedge Funds Holding KBWB
Also See: KBWB Holdings Changes
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