Baltimore-Washington Financial Advisors’s Invesco KBW Bank ETF KBWB Stock Holding History

Baltimore-Washington Financial Advisors’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	$29.4M	Buy	+316,019	New	+$27.6M	1.1%	31

Other funds holding KBWB

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 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

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

Baltimore-Washington Financial Advisors's KBWB Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors opened a new position in Invesco KBW Bank ETF (KBWB) in Q2 2026: 316,019 shares worth $29.4M. The stake represents 1.1% of the portfolio and ranks #31 among its holdings.

338 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

Baltimore-Washington Financial Advisors held 316,019 shares of Invesco KBW Bank ETF worth $29.4M as of Q2 2026.
Invesco KBW Bank ETF was a new Baltimore-Washington Financial Advisors position in Q2 2026.
Invesco KBW Bank ETF made up 1.1% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #31 holding.
338 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.