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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Access Investment Management's KBWB Position: Q1 2026 in Review

Access Investment Management held its Invesco KBW Bank ETF (KBWB) position steady in Q1 2026 at 60 shares worth $4.75K. The position accounts for ﹤0.01% of the portfolio, ranked #156.

Access Investment Management first reported a position in KBWB in Q4 2023 and has held it in 9 quarters since. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

  • Access Investment Management held 60 shares of Invesco KBW Bank ETF worth $4.75K as of Q1 2026.
  • Access Investment Management left its Invesco KBW Bank ETF share count unchanged in Q1 2026.
  • Invesco KBW Bank ETF made up ﹤0.01% of Access Investment Management's portfolio in Q1 2026, its #156 holding.
  • Access Investment Management first reported a position in Invesco KBW Bank ETF in Q4 2023 and has held it in 9 quarters since.
  • 300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on Access Investment Management's 13F filing for Q1 2026, filed 22 May 2026.