JACOBS ASSET MANAGEMENT, LLC KRE — SPDR SERIES TRUST KBW REGL BKG

Ownership history in JACOBS ASSET MANAGEMENT, LLC  ·  2 quarters on record

AI Ownership Summary

JACOBS ASSET MANAGEMENT, LLC reported SPDR SERIES TRUST KBW REGL BKG (KRE) in 2 quarterly 13F filings from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 11.77% in 2026 Q2. The latest visible filing shows KRE at 11.77% 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 KRE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JACOBS ASSET MANAGEMENT, LLC's position in SPDR SERIES TRUST KBW REGL BKG, 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 11.77% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
11.77% 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
2026 Q2 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 JACOBS ASSET MANAGEMENT, LLC fund profile JACOBS ASSET MANAGEMENT, LLC full holdings
How JACOBS ASSET MANAGEMENT, LLC 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 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 250,000 +170,000 +212.5% 11.77% $18.7M 2026-08-14 $78.11
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding KRE

As of 2026 Q2 — sorted by position size

OPTIMAS CAPITAL Ltd 3Y 8.05% Trust Point Inc. 3.55% Crake Asset Management LLP 3Y 3.13% University of Illinois Foundation 3.05% Brick & Kyle, Associates 3Y 7Y 2.83% New Harbor Financial Group, LLC 3Y 7Y 2.31% Carrera Capital Advisors 2.19% Wealth High Governance Asset Management Ltda. 2.12% Centiva Capital, LP 3Y 7Y 1.91% Westview Management dba Westview Investment Advisors 1.87%

FAQ About JACOBS ASSET MANAGEMENT, LLC and KRE

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

How long has JACOBS ASSET MANAGEMENT, LLC reported owning KRE?

JACOBS ASSET MANAGEMENT, LLC reported KRE across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported KRE position in JACOBS ASSET MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for KRE was 11.77% in 2026 Q2.

What is the latest reported KRE position on this page?

The most recent filing on this page is 2026 Q2, when JACOBS ASSET MANAGEMENT, LLC reported 250,000 shares, equal to 11.77% of portfolio, with an estimated market value of $18.7M.

What does the chart on this KRE ownership page compare?

The chart compares JACOBS ASSET MANAGEMENT, LLC'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.

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