Anfield Capital Management’s Invesco KBW Bank ETF KBWB Stock Holding History

Anfield Capital 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	$2.83M	Buy	35,780 +3,075	+9%	+$257K	0.78%	31
2025 Q4	$2.76M	Sell	32,705 -43,971	-57%	-$3.48M	0.87%	24
2025 Q3	$6M	Buy	76,676 +17,181	+29%	+$1.29M	1.76%	15
2025 Q2	$4.26M	Sell	59,495 -780	-1%	-$49.5K	1.41%	20
2025 Q1	$3.78M	Buy	+60,275	New	+$4.05M	1.4%	22

Other funds holding KBWB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Anfield Capital Management's KBWB Position: Q1 2026 in Review

Anfield Capital Management increased its Invesco KBW Bank ETF (KBWB) stake by 9.4% in Q1 2026, buying an estimated $257K and bringing the position to 35,780 shares worth $2.83M. The position accounts for 0.78% of the portfolio, ranked #31.

Anfield Capital Management first reported a position in KBWB in Q1 2025 and has held it in 5 quarters since. The position peaked at $6M in Q3 2025. 301 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

Anfield Capital Management held 35,780 shares of Invesco KBW Bank ETF worth $2.83M as of Q1 2026.
Anfield Capital Management bought 3,075 Invesco KBW Bank ETF shares in Q1 2026, an estimated $257K.
Invesco KBW Bank ETF made up 0.78% of Anfield Capital Management's portfolio in Q1 2026, its #31 holding.
Anfield Capital Management first reported a position in Invesco KBW Bank ETF in Q1 2025 and has held it in 5 quarters since.
Anfield Capital Management's Invesco KBW Bank ETF position peaked at $6M in Q3 2025.
301 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on Anfield Capital Management's 13F filing for Q1 2026, filed 12 May 2026.