Balance Wealth’s Invesco KBW Bank ETF KBWB Stock Holding History

Balance Wealth’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 Q3	$1.31K	Buy	+15	New	+$1.43K	﹤0.01%	808

Other funds holding KBWB

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Balance Wealth's KBWB Position: Q3 2026 in Review

Balance Wealth opened a new position in Invesco KBW Bank ETF (KBWB) in Q3 2026: 15 shares worth $1.31K. The stake represents ﹤0.01% of the portfolio and ranks #808 among its holdings.

307 funds tracked by Wall St. Rank hold KBWB as of Q3 2026.

Balance Wealth held 15 shares of Invesco KBW Bank ETF worth $1.31K as of Q3 2026.
Invesco KBW Bank ETF was a new Balance Wealth position in Q3 2026.
Invesco KBW Bank ETF made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #808 holding.
307 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.