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
Q2 		$651K Hold
7,000
– – ﹤0.01% 434
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

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

Bank Julius Baer & Co's KBWB Position: Q2 2026 in Review

Bank Julius Baer & Co held its Invesco KBW Bank ETF (KBWB) position steady in Q2 2026 at 7,000 shares worth $651K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

Bank Julius Baer & Co first reported a position in KBWB in Q4 2024 and has held it in 3 quarters since. 338 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • Bank Julius Baer & Co held 7,000 shares of Invesco KBW Bank ETF worth $651K as of Q2 2026.
  • Bank Julius Baer & Co left its Invesco KBW Bank ETF share count unchanged in Q2 2026.
  • Invesco KBW Bank ETF made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q2 2026, its #434 holding.
  • Bank Julius Baer & Co first reported a position in Invesco KBW Bank ETF in Q4 2024 and has held it in 3 quarters since.
  • 338 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.