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Accredited Investors’s Invesco KBW Bank ETF KBWB Stock Holding History

Accredited Investors’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 		$281K Buy
3,548
+2
+0.1% +$167 0.02% 226
2025
Q4 		$299K Hold
3,546
– – 0.02% 221
2025
Q3 		$277K Buy
3,546
+1
+0% +$75 0.02% 213
2025
Q2 		$254K Buy
3,545
+1
+0% +$63 0.02% 212
2025
Q1 		$222K Sell
3,544
-2,379
-40% -$160K 0.01% 218
2024
Q4 		$387K Sell
5,923
-779
-12% -$50.9K 0.02% 155
2024
Q3 		$393K Buy
6,702
+2
+0% +$114 0.02% 152
2024
Q2 		$358K Sell
6,700
-39
-0.6% -$2.06K 0.02% 148
2024
Q1 		$362K Sell
6,739
-780
-10% -$38.7K 0.02% 149
2023
Q4 		$370K Sell
7,519
-877
-10% -$37.1K 0.03% 140
2023
Q3 		$336K Buy
8,396
+1,150
+16% +$49K 0.03% 136
2023
Q2 		$297K Sell
7,246
-15,533
-68% -$632K 0.02% 147
2023
Q1 		$956K Sell
22,779
-562,073
-96% -$29.4M 0.07% 77
2022
Q4 		$30.2M Buy
584,852
+70,649
+14% +$3.71M 2.55% 15
2022
Q3 		$25.3M Buy
514,203
+5,850
+1% +$319K 2.93% 13
2022
Q2 		$26.3M Buy
508,353
+33,974
+7% +$1.95M 3.12% 13
2022
Q1 		$30.2M Buy
474,379
+42,105
+10% +$2.92M 2.72% 16
2021
Q4 		$29.3M Sell
432,274
-266
-0.1% -$18.6K 2.61% 16
2021
Q3 		$29M Buy
432,540
+5,727
+1% +$371K 3.14% 12
2021
Q2 		$27.5M Buy
426,813
+3,380
+0.8% +$222K 2.81% 13
2021
Q1 		$26.2M Buy
423,433
+5,273
+1% +$304K 3.51% 10
2020
Q4 		$21.1M Buy
418,160
+1,076
+0.3% +$48K 3.53% 10
2020
Q3 		$15.6M Buy
417,084
+8,336
+2% +$323K 3.28% 10
2020
Q2 		$15.6M Buy
408,748
+41,732
+11% +$1.56M 3.18% 10
2020
Q1 		$12.3M Buy
367,016
+88,632
+32% +$4.34M 2.9% 9
2019
Q4 		$16.2M Sell
278,384
-3,184
-1% -$175K 2.75% 10
2019
Q3 		$14.5M Sell
281,568
-1,862
-0.7% -$93.3K 2.79% 9
2019
Q2 		$14.3M Sell
283,430
-17,551
-6% -$882K 2.8% 11
2019
Q1 		$14.5M Sell
300,981
-7,069
-2% -$351K 2.92% 11
2018
Q4 		$13.5M Sell
308,050
-109,254
-26% -$5.47M 3.03% 12
2018
Q3 		$22.6M Sell
417,304
-144,469
-26% -$8.11M 5.57% 6
2018
Q2 		$30.1M Sell
561,773
-5,299
-0.9% -$294K 7.79% 4
2018
Q1 		$31.2M Sell
567,072
-9,296
-2% -$537K 8.52% 4
2017
Q4 		$31.7M Sell
576,368
-14,059
-2% -$743K 8.77% 4
2017
Q3 		$30.2M Sell
590,427
-1,674
-0.3% -$82.3K 8.34% 4
2017
Q2 		$29.2M Sell
592,101
-30,703
-5% -$1.45M 7.56% 5
2017
Q1 		$29.6M Sell
622,804
-14,381
-2% -$695K 7.37% 5
2016
Q4 		$30.1M Buy
637,185
+5,814
+0.9% +$246K 7.8% 5
2016
Q3 		$23M Buy
631,371
+56,357
+10% +$2.01M 6.32% 8
2016
Q2 		$19.2M Buy
575,014
+68,387
+13% +$2.38M 5.29% 8
2016
Q1 		$16.7M Buy
+506,627
New +$16.5M 4.28% 8

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

Accredited Investors's KBWB Position: Q1 2026 in Review

Accredited Investors increased its Invesco KBW Bank ETF (KBWB) stake by 0.06% in Q1 2026, buying an estimated $167 and bringing the position to 3,548 shares worth $281K. The position accounts for 0.02% of the portfolio, ranked #226.

Accredited Investors first reported a position in KBWB in Q1 2016 and has held it in 41 quarters since. The position peaked at $31.7M in Q4 2017. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

  • Accredited Investors held 3,548 shares of Invesco KBW Bank ETF worth $281K as of Q1 2026.
  • Accredited Investors bought 2 Invesco KBW Bank ETF shares in Q1 2026, an estimated $167.
  • Invesco KBW Bank ETF made up 0.02% of Accredited Investors's portfolio in Q1 2026, its #226 holding.
  • Accredited Investors first reported a position in Invesco KBW Bank ETF in Q1 2016 and has held it in 41 quarters since.
  • Accredited Investors's Invesco KBW Bank ETF position peaked at $31.7M in Q4 2017.
  • 300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on Accredited Investors's 13F filing for Q1 2026, filed 30 Apr 2026.