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CAPTRUST FINANCIAL ADVISORS: KBE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on KBE, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 88,460 KBE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 88,460 shares
    Change vs previous 13F -5,949 shares

    0.01% of the 13F portfolio, value $6,034,758.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 94,409 shares
    Change vs previous 13F -802 shares

    0.01% of the 13F portfolio, value $5,622,058.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 95,211 shares
    Change vs previous 13F +6,400 shares

    0.01% of the 13F portfolio, value $5,778,342.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 88,811 shares
    Change vs previous 13F -4,272 shares

    0.01% of the 13F portfolio, value $5,277,136.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 93,083 shares
    Change vs previous 13F -14,306 shares

    0.01% of the 13F portfolio, value $5,190,317.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 107,389 shares
    Change vs previous 13F -8,835 shares

    0.01% of the 13F portfolio, value $5,687,326.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 116,224 shares
    Change vs previous 13F -27,253 shares

    0.02% of the 13F portfolio, value $6,446,939.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 143,477 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,588,492.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).