Baird Financial Group
KBWB icon

Baird Financial Group’s Invesco KBW Bank ETF KBWB Stock Holding History

Baird Financial Group’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 		$6.1M Buy
+65,621
New +$5.74M 0.01% 733
2025
Q2 		– Sell
-26,383
Closed -$1.66M – 1817
2025
Q1 		$1.66M Buy
+26,383
New +$1.77M ﹤0.01% 1020
2023
Q3 		– Sell
-33,538
Closed -$1.38M – 1738
2023
Q2 		$1.38M Buy
33,538
+161
+0.5% +$6.56K ﹤0.01% 1014
2023
Q1 		$1.4M Buy
33,377
+1,827
+6% +$95.5K ﹤0.01% 1000
2022
Q4 		$1.63M Buy
+31,550
New +$1.66M ﹤0.01% 939
2022
Q3 		– Sell
-3,995
Closed -$207K – 1774
2022
Q2 		$207K Sell
3,995
-2,863
-42% -$164K ﹤0.01% 1689
2022
Q1 		$437K Buy
6,858
+848
+14% +$58.8K ﹤0.01% 1472
2021
Q4 		$408K Buy
+6,010
New +$421K ﹤0.01% 1561
2021
Q3 		– Sell
-59,938
Closed -$3.86M – 1894
2021
Q2 		$3.86M Buy
59,938
+4,196
+8% +$276K 0.01% 690
2021
Q1 		$3.45M Buy
+55,742
New +$3.21M 0.01% 693
2019
Q2 		– Sell
-33,687
Closed -$1.62M – 1544
2019
Q1 		$1.62M Sell
33,687
-24,181
-42% -$1.2M 0.01% 725
2018
Q4 		$2.54M Buy
57,868
+28,712
+98% +$1.44M 0.02% 572
2018
Q3 		$1.58M Buy
29,156
+12,674
+77% +$711K 0.01% 730
2018
Q2 		$884K Buy
+16,482
New +$916K 0.01% 860

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

Baird Financial Group's KBWB Position: Q2 2026 in Review

Baird Financial Group opened a new position in Invesco KBW Bank ETF (KBWB) in Q2 2026: 65,621 shares worth $6.1M. The stake represents 0.01% of the portfolio and ranks #733 among its holdings. This is a return to the name: Baird Financial Group previously reported a position in KBWB as recently as Q1 2025.

Baird Financial Group first reported a position in KBWB in Q2 2018 and has held it in 14 quarters since. 338 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • Baird Financial Group held 65,621 shares of Invesco KBW Bank ETF worth $6.1M as of Q2 2026.
  • Invesco KBW Bank ETF was a new Baird Financial Group position in Q2 2026.
  • Invesco KBW Bank ETF made up 0.01% of Baird Financial Group's portfolio in Q2 2026, its #733 holding.
  • Baird Financial Group first reported a position in Invesco KBW Bank ETF in Q2 2018 and has held it in 14 quarters since.
  • 338 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.