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Access Investment Management’s Invesco KBW Bank ETF KBWB Stock Holding History

Access Investment Management’s Portfolio KBWB Stock Details KBWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.58K Hold
60
– – ﹤0.01% 141
2026
Q1 		$4.75K Hold
60
– – ﹤0.01% 156
2025
Q4 		$4.69K Hold
60
– – ﹤0.01% 166
2025
Q3 		$4.69K Hold
60
– – ﹤0.01% 166
2025
Q2 		$4.3K Buy
+60
New +$3.81K ﹤0.01% 173
2024
Q4 		$3.92K Hold
60
– – ﹤0.01% 99
2024
Q3 		$3.52K Hold
60
– – ﹤0.01% 104
2024
Q2 		$3.21K Hold
60
– – ﹤0.01% 103
2024
Q1 		$3.22K Hold
60
– – ﹤0.01% 98
2023
Q4 		$2.95K Buy
+60
New +$2.54K ﹤0.01% 87

Other funds holding KBWB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Access Investment Management's KBWB Position: Q2 2026 in Review

Access Investment Management held its Invesco KBW Bank ETF (KBWB) position steady in Q2 2026 at 60 shares worth $5.58K. The position accounts for ﹤0.01% of the portfolio, ranked #141.

Access Investment Management first reported a position in KBWB in Q4 2023 and has held it in 10 quarters since. 338 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • Access Investment Management held 60 shares of Invesco KBW Bank ETF worth $5.58K as of Q2 2026.
  • Access Investment Management left its Invesco KBW Bank ETF share count unchanged in Q2 2026.
  • Invesco KBW Bank ETF made up ﹤0.01% of Access Investment Management's portfolio in Q2 2026, its #141 holding.
  • Access Investment Management first reported a position in Invesco KBW Bank ETF in Q4 2023 and has held it in 10 quarters since.
  • 338 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Access Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.