Bank of America
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Bank of America’s Invesco KBW Bank ETF KBWB Stock Holding History

Bank of America’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
2021
Q3 		– Sell
-22,100
Closed -$1.42M – 8251
2021
Q2 		$1.42M Buy
+22,100
New +$1.45M ﹤0.01% 4613

Other funds holding KBWB

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 $336B AUM 34.66% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America's KBWB Position: Q1 2026 in Review

Bank of America reduced its Invesco KBW Bank ETF (KBWB) stake by 7.6% in Q1 2026, selling an estimated $78.6M and leaving 11,394,678 shares worth $902M. The position accounts for 0.07% of the portfolio, ranked #268.

Bank of America first reported a position in KBWB in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.04B in Q4 2025. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

  • Bank of America held 11,394,678 shares of Invesco KBW Bank ETF worth $902M as of Q1 2026.
  • Bank of America sold 940,291 Invesco KBW Bank ETF shares in Q1 2026, an estimated $78.6M.
  • Invesco KBW Bank ETF made up 0.07% of Bank of America's portfolio in Q1 2026, its #268 holding.
  • Bank of America first reported a position in Invesco KBW Bank ETF in Q2 2013 and has held it in 52 quarters since.
  • Bank of America's Invesco KBW Bank ETF position peaked at $1.04B in Q4 2025.
  • 300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.