BESSEMER GROUP INC KBE — SPDR KBW BANK ETF FET

Ownership history in BESSEMER GROUP INC  ·  17 quarters on record

AI Ownership Summary

BESSEMER GROUP INC reported SPDR KBW BANK ETF FET (KBE) in 17 quarterly 13F filings from 2024 Q2 through 2025 Q3. The latest visible filing shows KBE at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this KBE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BESSEMER GROUP INC's position in SPDR KBW BANK ETF FET, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

KBE was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

KBE stock page BESSEMER GROUP INC fund profile BESSEMER GROUP INC full holdings
How BESSEMER GROUP INC held KBE — position size vs. price
% of Fund (quarterly)    KBE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 28.9% +4.5% ❌ 300 -122 -28.9% 0.00% $18K 2025-11-05 $56.45
2025 Q2 REDUCED 10.6% +8.0% ❌ 422 -50 -10.6% 0.00% $24K 2025-08-01 $54.25
2025 Q1 ADDED — — — 472 +22 +4.9% 0.00% $25K 2025-04-23 $48.61
2024 Q4 UNCHANGED — — — 450 — 0% 0.00% $25K 2025-02-13 $56.57
2024 Q3 UNCHANGED — — — 450 — 0% 0.00% $24K 2024-11-12 $58.55
2024 Q2 REDUCED 99.9% +14.7% ❌ 450 -853,450 -99.9% 0.00% $21K 2024-08-13 $47.32
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding KBE

As of 2026 Q1 — sorted by position size

MRA Advisory Group 3Y 2.61% Value Investment Professionals, LLC 0.52% RCW Management, LLC 0.45% Sage Capital Management, LLC 0.18% Samalin Investment Counsel, LLC 3Y 0.16% Montecito Bank & Trust 3Y 7Y 0.08% Segment Wealth Management, LLC 3Y 7Y 0.08% Formidable Asset Management, LLC 3Y 7Y 0.07% Accel Wealth Management 3Y 0.06% Graves Light Lenhart Wealth, Inc. 3Y 7Y 0.06%

FAQ About BESSEMER GROUP INC and KBE

These are the practical questions this page is built to answer before you even open the full history table.

How long has BESSEMER GROUP INC reported owning KBE?

BESSEMER GROUP INC reported KBE across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported KBE position in BESSEMER GROUP INC's portfolio?

The largest reported portfolio weight for KBE was 0.00% in 2025 Q1.

What is the latest reported KBE position on this page?

The most recent filing on this page is 2025 Q3, when BESSEMER GROUP INC reported 300 shares, equal to 0.00% of portfolio, with an estimated market value of $18K.

What does the chart on this KBE ownership page compare?

The chart compares BESSEMER GROUP INC's quarterly KBE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BESSEMER GROUP INC time their KBE position?

Based on 13F filing dates vs. subsequent KBE price moves, BESSEMER GROUP INC correctly timed 6 out of 10 reported position changes (60%). The annualised alpha on KBE relative to SPY over the holding period was -17.3%.

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