HoldingsChannel.com
Funds Holding KBWB

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE7,461,803$367,046 12/31/2023
     KBWB7,461,803$367,046 12/31/2023
Citigroup Inc.2,393,731$117,748 12/31/2023
     KBWB2,393,731$117,748 12/31/2023
Wharton Business Group LLC1,648,222$81,076 12/31/2023
     KBWB1,648,222$81,076 12/31/2023
Fisher Asset Management LLC1,593,175$78,368 12/31/2023
     KBWB1,593,175$78,368 12/31/2023
Barclays PLC973,536$47,888 12/31/2023
     KBWB973,536$47,888 12/31/2023
Susquehanna International Group LLP $38,208 12/31/2023
     Call840,100$41,325 12/31/2023
     Put77,500$3,812 12/31/2023
     KBWB14,137$695 12/31/2023
Rockefeller Capital Management L.P.769,983$37,876 12/31/2023
     KBWB769,983$37,876 12/31/2023
Citadel Advisors LLC $35,325 12/31/2023
     Call683,800$33,636 12/31/2023
     KBWB111,034$5,462 12/31/2023
     Put76,700$3,773 12/31/2023
Goldman Sachs Group Inc.617,236$30,362 12/31/2023
     KBWB617,236$30,362 12/31/2023
BNP Paribas Arbitrage SA577,136$28,389 12/31/2023
     KBWB577,136$28,389 12/31/2023
Royal Bank of Canada508,187$24,998 12/31/2023
     KBWB508,187$24,998 12/31/2023
Wells Fargo & Company MN494,060$24,303 12/31/2023
     KBWB494,060$24,303 12/31/2023
WP Advisors LLC477,199$23,473 12/31/2023
     KBWB477,199$23,473 12/31/2023
Morgan Stanley396,356$19,497 12/31/2023
     KBWB396,356$19,497 12/31/2023
SOL Capital Management CO352,288$18,904 03/31/2024
     KBWB352,288$18,904 03/31/2024
Ledyard National Bank343,839$16,913 12/31/2023
     KBWB343,839$16,913 12/31/2023
Nan Shan Life Insurance Co. Ltd.240,695$11,840 12/31/2023
     KBWB240,695$11,840 12/31/2023
Congress Wealth Management LLC DE 214,351$11,502 03/31/2024
     KBWB214,351$11,502 03/31/2024
JPMorgan Chase & Co.198,461$9,762 12/31/2023
     KBWB198,461$9,762 12/31/2023
UBS Group AG197,604$9,720 12/31/2023
     KBWB197,604$9,720 12/31/2023
RFG Holdings Inc.177,868$9,545 03/31/2024
     KBWB177,868$9,545 03/31/2024
North Point Portfolio Managers Corp OH119,541$6,415 03/31/2024
     KBWB119,541$6,415 03/31/2024
Point Break Capital Management LLC124,000$6,100 12/31/2023
     KBWB124,000$6,100 12/31/2023
Commonwealth Equity Services LLC111,835$5,501 12/31/2023
     KBWB111,835$5,501 12/31/2023
Lighthouse Investment Partners LLC107,666$5,296 12/31/2023
     KBWB107,666$5,296 12/31/2023
Raymond James Financial Services Advisors Inc.98,132$5,266 03/31/2024
     KBWB98,132$5,266 03/31/2024
Lowe Brockenbrough & Co. Inc.102,433$5,039 12/31/2023
     KBWB102,433$5,039 12/31/2023
Wolverine Trading LLC $5,002 12/31/2023
     Call109,500$5,386 12/31/2023
     Put7,800$384 12/31/2023
Green Harvest Asset Management LLC93,975$4,623 12/31/2023
     KBWB93,975$4,623 12/31/2023
LPL Financial LLC82,348$4,051 12/31/2023
     KBWB82,348$4,051 12/31/2023
Stephens Inc. AR80,882$3,979 12/31/2023
     KBWB80,882$3,979 12/31/2023
HRT Financial LP79,386$3,904 12/31/2023
     KBWB79,386$3,904 12/31/2023
Cetera Advisors LLC78,235$3,848 12/31/2023
     KBWB78,235$3,848 12/31/2023
Synovus Financial Corp59,646$2,935 12/31/2023
     KBWB59,646$2,935 12/31/2023
Millennium Management LLC56,838$2,796 12/31/2023
     KBWB56,838$2,796 12/31/2023
ProVise Management Group LLC52,850$2,600 12/31/2023
     KBWB52,850$2,600 12/31/2023
GWM Advisors LLC39,423$1,934 12/31/2023
     KBWB39,423$1,934 12/31/2023
Meitav Dash Investments Ltd.37,193$1,838 12/31/2023
     KBWB37,193$1,838 12/31/2023
Ameriprise Financial Inc.32,423$1,596 12/31/2023
     KBWB32,423$1,596 12/31/2023
Tudor Investment Corp Et Al30,336$1,492 12/31/2023
     KBWB30,336$1,492 12/31/2023
Tower Research Capital LLC TRC 30,094$1,480 12/31/2023
     KBWB30,094$1,480 12/31/2023
Advisor Group Holdings Inc.28,849$1,419 12/31/2023
     KBWB28,849$1,419 12/31/2023
Fiduciary Trust Co.25,530$1,256 12/31/2023
     KBWB25,530$1,256 12/31/2023
Addison Advisors LLC23,753$1,168 12/31/2023
     KBWB23,753$1,168 12/31/2023
D. E. Shaw & Co. Inc.22,697$1,116 12/31/2023
     KBWB22,697$1,116 12/31/2023
Parallax Volatility Advisers L.P.21,726$1,069 12/31/2023
     KBWB21,726$1,069 12/31/2023
Rockland Trust Co.18,490$992 03/31/2024
     KBWB18,490$992 03/31/2024
Truist Financial Corp19,497$959 12/31/2023
     KBWB19,497$959 12/31/2023
Koshinski Asset Management Inc.17,872$879 12/31/2023
     KBWB17,872$879 12/31/2023
Laidlaw Wealth Management LLC17,642$868 12/31/2023
     KBWB17,642$868 12/31/2023
Jane Street Group LLC17,367$854 12/31/2023
     KBWB17,367$854 12/31/2023
Parsons Capital Management Inc. RI14,616$784 03/31/2024
     KBWB14,616$784 03/31/2024
Qube Research & Technologies Ltd15,674$771 12/31/2023
     KBWB15,674$771 12/31/2023
Valicenti Advisory Services Inc.14,150$759 03/31/2024
     KBWB14,150$759 03/31/2024
Global Retirement Partners LLC13,395$719 03/31/2024
     KBWB13,395$719 03/31/2024
Cambridge Investment Research Advisors Inc.13,186$708 03/31/2024
     KBWB13,186$708 03/31/2024
Glenview Trust Co14,376$707 12/31/2023
     KBWB14,376$707 12/31/2023
Sapient Capital LLC12,779$686 03/31/2024
     KBWB12,779$686 03/31/2024
HighTower Advisors LLC14,022$686 12/31/2023
     KBWB14,022$686 12/31/2023
GLOBALT Investments LLC GA13,068$643 12/31/2023
     KBWB13,068$643 12/31/2023
Dumont & Blake Investment Advisors LLC11,906$639 03/31/2024
     KBWB11,906$639 03/31/2024
Envestnet Asset Management Inc.12,192$600 12/31/2023
     KBWB12,192$600 12/31/2023
Atria Wealth Solutions Inc.11,816$581 12/31/2023
     KBWB11,816$581 12/31/2023
Credit Suisse AG11,507$566 12/31/2023
     KBWB11,507$566 12/31/2023
Simplex Trading LLC10,941$538 12/31/2023
     KBWB10,941$538 12/31/2023
Family Management Corp10,817$532 12/31/2023
     KBWB10,817$532 12/31/2023
Equitable Holdings Inc.10,656$524 12/31/2023
     KBWB10,656$524 12/31/2023
Beacon Financial Advisory LLC10,565$520 12/31/2023
     KBWB10,565$520 12/31/2023
Hazlett Burt & Watson Inc.10,345$510 12/31/2023
     KBWB10,345$510 12/31/2023
Janney Montgomery Scott LLC10,168$500 12/31/2023
     KBWB10,168$500 12/31/2023
One Day In July LLC9,884$486 12/31/2023
     KBWB9,884$486 12/31/2023
Raymond James & Associates8,862$476 03/31/2024
     KBWB8,862$476 03/31/2024
Citizens & Northern Corp9,601$472 12/31/2023
     KBWB9,601$472 12/31/2023
Plancorp LLC9,448$465 12/31/2023
     KBWB9,448$465 12/31/2023
Miracle Mile Advisors LLC8,617$462 03/31/2024
     KBWB8,617$462 03/31/2024
Sanibel Captiva Trust Company Inc.8,220$404 12/31/2023
     KBWB8,220$404 12/31/2023
Bank Hapoalim BM7,834$385 12/31/2023
     KBWB7,834$385 12/31/2023
CWM LLC6,957$373 03/31/2024
     KBWB6,957$373 03/31/2024
Accredited Investors Inc.7,519$370 12/31/2023
     KBWB7,519$370 12/31/2023
CPR Investments Inc.6,744$362 03/31/2024
     KBWB6,744$362 03/31/2024
Trexquant Investment LP6,861$337 12/31/2023
     KBWB6,861$337 12/31/2023
Beacon Pointe Advisors LLC6,594$324 12/31/2023
     KBWB6,594$324 12/31/2023
Envestnet Portfolio Solutions Inc.6,143$302 12/31/2023
     KBWB6,143$302 12/31/2023
Broadleaf Partners LLC5,491$270 12/31/2023
     KBWB5,491$270 12/31/2023
Cetera Investment Advisers5,232$257 12/31/2023
     KBWB5,232$257 12/31/2023
Integrated Wealth Concepts LLC5,198$256 12/31/2023
     KBWB5,198$256 12/31/2023
Glenmede Trust Co. NA5,118$252 12/31/2023
     KBWB5,118$252 12/31/2023
M&T Bank Corp5,000$246 12/31/2023
     KBWB5,000$246 12/31/2023
Cerity Partners LLC5,000$246 12/31/2023
     KBWB5,000$246 12/31/2023
Resources Investment Advisors LLC.5,005$246 12/31/2023
     KBWB5,005$246 12/31/2023
FRG Family Wealth Advisors LLC4,970$244 12/31/2023
     KBWB4,970$244 12/31/2023
Octavia Wealth Advisors LLC4,360$234 03/31/2024
     KBWB4,360$234 03/31/2024
Strategic Blueprint LLC4,256$228 03/31/2024
     KBWB4,256$228 03/31/2024
Robertson Stephens Wealth Management LLC4,623$227 12/31/2023
     KBWB4,623$227 12/31/2023
Fifth Third Securities Inc.4,023$216 03/31/2024
     KBWB4,023$216 03/31/2024
Harvest Fund Management Co. Ltd4,211$207 12/31/2023
     KBWB4,211$207 12/31/2023
Satovsky Asset Management LLC3,784$203 03/31/2024
     KBWB3,784$203 03/31/2024
Capital Analysts LLC2,683$132 12/31/2023
     KBWB2,683$132 12/31/2023
Sunbelt Securities Inc.1,663$89 03/31/2024
     KBWB1,663$89 03/31/2024
Northwestern Mutual Wealth Management Co.1,668$82 12/31/2023
     KBWB1,668$82 12/31/2023
Bank of Montreal Can1,400$69 12/31/2023
     KBWB1,400$69 12/31/2023
Proequities Inc.1,210$60 12/31/2023
     KBWB1,210$60 12/31/2023
Migdal Insurance & Financial Holdings Ltd.1,170$58 12/31/2023
     KBWB1,170$58 12/31/2023
Nalls Sherbakoff Group LLC1,167$57 12/31/2023
     KBWB1,167$57 12/31/2023
Farmers & Merchants Investments Inc.819$44 03/31/2024
     KBWB819$44 03/31/2024
Y.D. More Investments Ltd810$40 12/31/2023
     KBWB810$40 12/31/2023
Harel Insurance Investments & Financial Services Ltd.780$38 12/31/2023
     KBWB780$38 12/31/2023
The PNC Financial Services Group Inc.744$37 12/31/2023
     KBWB744$37 12/31/2023
Spire Wealth Management646$35 03/31/2024
     KBWB646$35 03/31/2024
PFS Partners LLC588$32 03/31/2024
     KBWB588$32 03/31/2024
Harbour Investments Inc.644$32 12/31/2023
     KBWB644$32 12/31/2023
Comerica Bank655$32 12/31/2023
     KBWB655$32 12/31/2023
Trust Co. of Vermont616$30 12/31/2023
     KBWB616$30 12/31/2023
O Shaughnessy Asset Management LLC591$29 12/31/2023
     KBWB591$29 12/31/2023
Blume Capital Management Inc.400$20 12/31/2023
     KBWB400$20 12/31/2023
Aptus Capital Advisors LLC399$20 12/31/2023
     KBWB399$20 12/31/2023
MCF Advisors LLC363$19 03/31/2024
     KBWB363$19 03/31/2024
Guardian Wealth Advisors LLC NC379$19 12/31/2023
     KBWB379$19 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC364$18 12/31/2023
     KBWB364$18 12/31/2023
Private Wealth Management Group LLC366$18 12/31/2023
     KBWB366$18 12/31/2023
National Bank of Canada FI350$17 12/31/2023
     KBWB350$17 12/31/2023
Headlands Technologies LLC354$17 12/31/2023
     KBWB354$17 12/31/2023
EPG Wealth Management LLC355$17 12/31/2023
     KBWB355$17 12/31/2023
Coastal Investment Advisors Inc.300$16 03/31/2024
     KBWB300$16 03/31/2024
FMR LLC296$15 12/31/2023
     KBWB296$15 12/31/2023
Blair William & Co. IL296$15 12/31/2023
     KBWB296$15 12/31/2023
Allworth Financial LP251$12 12/31/2023
     KBWB251$12 12/31/2023
Tradition Wealth Management LLC239$12 12/31/2023
     KBWB239$12 12/31/2023
Private Trust Co. NA208$11 03/31/2024
     KBWB208$11 03/31/2024
Cutler Group LP $10 03/31/2024
     Call600$8 03/31/2024
     KBWB44$2 03/31/2024
Piscataqua Savings Bank180$10 03/31/2024
     KBWB180$10 03/31/2024
Clearstead Advisors LLC206$10 12/31/2023
     KBWB206$10 12/31/2023
Tidemark LLC194$10 12/31/2023
     KBWB194$10 12/31/2023
IFP Advisors Inc184$9 12/31/2023
     KBWB184$9 12/31/2023
Ancora Advisors LLC129$6 12/31/2023
     KBWB129$6 12/31/2023
Carmichael Hill & Associates Inc.89$5 03/31/2024
     KBWB89$5 03/31/2024
Laurel Wealth Advisors LLC100$5 12/31/2023
     KBWB100$5 12/31/2023
Principal Securities Inc.88$4 12/31/2023
     KBWB88$4 12/31/2023
HM Payson & Co.77$4 12/31/2023
     KBWB77$4 12/31/2023
Capital Investment Advisory Services LLC74$4 12/31/2023
     KBWB74$4 12/31/2023
ICA Group Wealth Management LLC74$4 12/31/2023
     KBWB74$4 12/31/2023
Steward Partners Investment Advisory LLC71$3 12/31/2023
     KBWB71$3 12/31/2023
Access Investment Management LLC60$3 12/31/2023
     KBWB60$3 12/31/2023
Creative Financial Designs Inc. ADV47$2 12/31/2023
     KBWB47$2 12/31/2023
TD Waterhouse Canada Inc.41$2 12/31/2023
     KBWB41$2 12/31/2023
Hobbs Group Advisors LLC45$2 12/31/2023
     KBWB45$2 12/31/2023
M&R Capital Management Inc.10$1 03/31/2024
     KBWB10$1 03/31/2024
Logan Capital Management Inc.16$1 12/31/2023
     KBWB16$1 12/31/2023
Edmond DE Rothschild Holding S.A.30$1 12/31/2023
     KBWB30$1 12/31/2023
Key Financial Inc19$1 12/31/2023
     KBWB19$1 12/31/2023
Squarepoint Ops LLC $0 12/31/2023
     Put25,000$1,230 12/31/2023
     Call25,000$1,230 12/31/2023
Larson Financial Group LLC10$0 12/31/2023
     KBWB10$0 12/31/2023
Ables Iannone Moore & Associates Inc.2$0 12/31/2023
     KBWB2$0 12/31/2023
Capital Fund Management S.A.13,000$-639 12/31/2023
     Put13,000$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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