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On this page, we present all of the funds holding KBWR from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding KBWR, with a link to that fund's top holdings. The next columns
indicate the amount of KBWR stock held by each of the funds holding KBWR, followed by the KBWR position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 33 funds holding KBWR within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Brown Advisory Inc.. For more details on the positions held by Brown Advisory Inc.
(or by any of the other funds holding KBWR), click the fund name in the "Holder" column of the funds-holding-KBWR table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 Brown Advisory Inc. | 30,330 | $1,545 | 03/31/2024 | | KBWR | 30,330 | $1,545 | 03/31/2024 | | Morgan Stanley | 27,590 | $1,508 | 12/31/2023 | | KBWR | 27,590 | $1,508 | 12/31/2023 | | Advisor Group Holdings Inc. | 27,334 | $1,494 | 12/31/2023 | | KBWR | 27,334 | $1,494 | 12/31/2023 | | LPL Financial LLC | 25,545 | $1,397 | 12/31/2023 | | KBWR | 25,545 | $1,397 | 12/31/2023 | | Accredited Investors Inc. | 11,872 | $649 | 12/31/2023 | | KBWR | 11,872 | $649 | 12/31/2023 | | Raymond James Financial Services Advisors Inc. | 12,679 | $646 | 03/31/2024 | | KBWR | 12,679 | $646 | 03/31/2024 | | UBS Group AG | 10,083 | $551 | 12/31/2023 | | KBWR | 10,083 | $551 | 12/31/2023 | | Family Management Corp | 8,342 | $456 | 12/31/2023 | | KBWR | 8,342 | $456 | 12/31/2023 | | Meritage Portfolio Management | 8,290 | $422 | 03/31/2024 | | KBWR | 8,290 | $422 | 03/31/2024 | | Marble Harbor Investment Counsel LLC | 6,570 | $359 | 12/31/2023 | | KBWR | 6,570 | $359 | 12/31/2023 | | Synovus Financial Corp | 6,463 | $354 | 12/31/2023 | | KBWR | 6,463 | $354 | 12/31/2023 | | SOL Capital Management CO | 6,025 | $307 | 03/31/2024 | | KBWR | 6,025 | $307 | 03/31/2024 | | Redmond Asset Management LLC | 5,451 | $298 | 12/31/2023 | | KBWR | 5,451 | $298 | 12/31/2023 | | Avantax Advisory Services Inc. | 5,367 | $293 | 12/31/2023 | | KBWR | 5,367 | $293 | 12/31/2023 | | Goldman Sachs Group Inc. | 4,236 | $232 | 12/31/2023 | | KBWR | 4,236 | $232 | 12/31/2023 | | Citadel Advisors LLC | 4,230 | $231 | 12/31/2023 | | KBWR | 4,230 | $231 | 12/31/2023 | | Private Advisor Group LLC | 4,257 | $217 | 03/31/2024 | | KBWR | 4,257 | $217 | 03/31/2024 | | Blair William & Co. IL | 2,143 | $117 | 12/31/2023 | | KBWR | 2,143 | $117 | 12/31/2023 | | Royal Bank of Canada | 1,437 | $79 | 12/31/2023 | | KBWR | 1,437 | $79 | 12/31/2023 | | Coastal Investment Advisors Inc. | 805 | $41 | 03/31/2024 | | KBWR | 805 | $41 | 03/31/2024 | | IFP Advisors Inc | 421 | $23 | 12/31/2023 | | KBWR | 421 | $23 | 12/31/2023 | | IAG Wealth Partners LLC | 240 | $12 | 03/31/2024 | | KBWR | 240 | $12 | 03/31/2024 | | Principal Securities Inc. | 200 | $11 | 12/31/2023 | | KBWR | 200 | $11 | 12/31/2023 | | Northwestern Mutual Wealth Management Co. | 200 | $11 | 12/31/2023 | | KBWR | 200 | $11 | 12/31/2023 | | US Bancorp DE | 142 | $8 | 12/31/2023 | | KBWR | 142 | $8 | 12/31/2023 | | Benjamin F. Edwards & Company Inc. | 128 | $7 | 03/31/2024 | | KBWR | 128 | $7 | 03/31/2024 | | Anchor Investment Management LLC | 120 | $7 | 12/31/2023 | | KBWR | 120 | $7 | 12/31/2023 | | Running Point Capital Advisors LLC | 90 | $5 | 12/31/2023 | | KBWR | 90 | $5 | 12/31/2023 | | Caldwell Sutter Capital Inc. | 50 | $3 | 03/31/2024 | | KBWR | 50 | $3 | 03/31/2024 | | Sunbelt Securities Inc. | 53 | $3 | 03/31/2024 | | KBWR | 53 | $3 | 03/31/2024 | | ZRC Wealth Management LLC | 20 | $1 | 03/31/2024 | | KBWR | 20 | $1 | 03/31/2024 | | Proequities Inc. | 0 | $0 | 03/31/2024 | | KBWR | 0 | $0 | 03/31/2024 | | Wells Fargo & Company MN | 0 | $0 | 12/31/2023 | | KBWR | 0 | $0 | 12/31/2023 |  Bank of America Corp DE | 27,060 | $-3,496 | 12/31/2023 | | Put | 91,000 | $4,975 | 12/31/2023 | | KBWR | 27,060 | $1,479 | 12/31/2023 |
See Summary: Institutional Holders of KBWR
See Details: Top 10 Hedge Funds Holding KBWR
Also See: KBWR Holdings Changes
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