COMMUNITY TRUST & INVESTMENT CO KRE — SPDR S&P REGIONAL BANKING ETF

Ownership history in COMMUNITY TRUST & INVESTMENT CO  ·  4 quarters on record

AI Ownership Summary

COMMUNITY TRUST & INVESTMENT CO reported SPDR S&P REGIONAL BANKING ETF (KRE) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.67% in 2026 Q2. The latest visible filing shows KRE at 0.67% 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.

What this KRE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was COMMUNITY TRUST & INVESTMENT CO's position in SPDR S&P REGIONAL BANKING ETF, 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
2026 Q2

KRE was reported at 0.67% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.67% in 2026 Q2

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

Time in book
Holding Window
2025 Q3 to 2026 Q2

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.

KRE stock page COMMUNITY TRUST & INVESTMENT CO fund profile COMMUNITY TRUST & INVESTMENT CO full holdings
How COMMUNITY TRUST & INVESTMENT CO held KRE — position size vs. price
% of Fund (quarterly)    KRE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 173,366 -1,786 -1.0% 0.67% $13.0M 2026-07-08 $73.34
2026 Q1 ADDED — — — 175,152 +4,585 +2.7% 0.62% $11.4M 2026-04-13 $68.99
2025 Q4 REDUCED — — — 170,567 -1,572 -0.9% 0.58% $11.1M 2026-01-09 $66.70
2025 Q3 INITIATED — — — 172,139 — — 0.59% $10.9M 2025-10-22 $59.37

🏢 Other funds also holding KRE

As of 2026 Q2 — sorted by position size

Trust Point Inc. 3.55% Brick & Kyle, Associates 3Y 7Y 2.83% Insight Wealth Strategies, LLC 3Y 7Y 1.84% IAM Advisory, LLC 3Y 1.14% Parkside Investments, LLC 3Y 7Y 1.0% VALICENTI ADVISORY SERVICES INC 3Y 7Y 0.66% Taylor & Morgan Wealth Management, LLC 3Y 0.62% Byrne Asset Management LLC 3Y 0.47% ANDERSON HOAGLAND & CO 3Y 7Y 0.31% Arnold Financial Planning LLC 0.3%

FAQ About COMMUNITY TRUST & INVESTMENT CO and KRE

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

How long has COMMUNITY TRUST & INVESTMENT CO reported owning KRE?

COMMUNITY TRUST & INVESTMENT CO reported KRE across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported KRE position in COMMUNITY TRUST & INVESTMENT CO's portfolio?

The largest reported portfolio weight for KRE was 0.67% in 2026 Q2.

What is the latest reported KRE position on this page?

The most recent filing on this page is 2026 Q2, when COMMUNITY TRUST & INVESTMENT CO reported 173,366 shares, equal to 0.67% of portfolio, with an estimated market value of $13.0M.

What does the chart on this KRE ownership page compare?

The chart compares COMMUNITY TRUST & INVESTMENT CO's quarterly KRE 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 COMMUNITY TRUST & INVESTMENT CO time their KRE position?

Based on 13F filing dates vs. subsequent KRE price moves, COMMUNITY TRUST & INVESTMENT CO correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on KRE relative to SPY over the holding period was +14.0%.

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