Bank Julius Baer & Co
KBWB icon

Bank Julius Baer & Co’s Invesco KBW Bank ETF KBWB Stock Holding History

Bank Julius Baer & Co’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 		$554K Buy
+7,000
New +$585K ﹤0.01% 430
2025
Q1 		– Sell
-2,900
Closed -$209K – 646
2024
Q4 		$209K Buy
+2,900
New +$190K ﹤0.01% 424

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

Bank Julius Baer & Co's KBWB Position: Q1 2026 in Review

Bank Julius Baer & Co opened a new position in Invesco KBW Bank ETF (KBWB) in Q1 2026: 7,000 shares worth $554K. The stake represents ﹤0.01% of the portfolio and ranks #430 among its holdings. This is a return to the name: Bank Julius Baer & Co previously reported a position in KBWB as recently as Q4 2024.

Bank Julius Baer & Co first reported a position in KBWB in Q4 2024 and has held it in 2 quarters since. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

  • Bank Julius Baer & Co held 7,000 shares of Invesco KBW Bank ETF worth $554K as of Q1 2026.
  • Invesco KBW Bank ETF was a new Bank Julius Baer & Co position in Q1 2026.
  • Invesco KBW Bank ETF made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q1 2026, its #430 holding.
  • Bank Julius Baer & Co first reported a position in Invesco KBW Bank ETF in Q4 2024 and has held it in 2 quarters since.
  • 300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.