Bank of Montreal
KBWB icon

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

Bank of Montreal’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 		$82.7K Buy
+1,045
New +$87.3K ﹤0.01% 3174
2025
Q4 		– Sell
-1,000
Closed -$78.2K – 3723
2025
Q3 		$78.2K Sell
1,000
-5,600
-85% -$422K ﹤0.01% 3026
2025
Q2 		$473K Hold
6,600
– – ﹤0.01% 2320
2025
Q1 		$414K Sell
6,600
-323
-5% -$21.7K ﹤0.01% 2315
2024
Q4 		$452K Sell
6,923
-6,020
-47% -$394K ﹤0.01% 2289
2024
Q3 		$754K Sell
12,943
-23,120
-64% -$1.32M ﹤0.01% 2178
2024
Q2 		$1.93M Buy
36,063
+32,583
+936% +$1.72M ﹤0.01% 1677
2024
Q1 		$187K Buy
3,480
+2,080
+149% +$103K ﹤0.01% 3081
2023
Q4 		$69.3K Sell
1,400
-7,000
-83% -$296K ﹤0.01% 3477
2023
Q3 		$354K Buy
+8,400
New +$358K ﹤0.01% 2689
2022
Q3 		– Sell
-372
Closed -$19 – 4246
2022
Q2 		$19 Sell
372
-4,078
-92% -$234K ﹤0.01% 3775
2022
Q1 		$299K Buy
4,450
+4,200
+1,680% +$291K ﹤0.01% 3192
2021
Q4 		$17K Hold
250
– – ﹤0.01% 3358
2021
Q3 		$17K Hold
250
– – ﹤0.01% 3688
2021
Q2 		$16K Buy
+250
New +$16.4K ﹤0.01% 3526
2019
Q2 		– Sell
-6,309
Closed -$304K – 4978
2019
Q1 		$304K Hold
6,309
– – ﹤0.01% 2531
2018
Q4 		$277K Hold
6,309
– – ﹤0.01% 2432
2018
Q3 		$341K Hold
6,309
– – ﹤0.01% 2499
2018
Q2 		$338K Hold
6,309
– – ﹤0.01% 2523
2018
Q1 		$347K Hold
6,309
– – ﹤0.01% 2376
2017
Q4 		$347K Hold
6,309
– – ﹤0.01% 2445
2017
Q3 		$323K Hold
6,309
– – ﹤0.01% 2467
2017
Q2 		$311K Hold
6,309
– – ﹤0.01% 2462
2017
Q1 		$300K Hold
6,309
– – ﹤0.01% 2292
2016
Q4 		$285K Sell
6,309
-91
-1% -$3.86K ﹤0.01% 2348
2016
Q3 		$233K Sell
6,400
-158
-2% -$5.63K ﹤0.01% 2402
2016
Q2 		$219K Buy
6,558
+58
+0.9% +$2.01K ﹤0.01% 2432
2016
Q1 		$215K Buy
+6,500
New +$212K ﹤0.01% 2420

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 of Montreal's KBWB Position: Q1 2026 in Review

Bank of Montreal opened a new position in Invesco KBW Bank ETF (KBWB) in Q1 2026: 1,045 shares worth $82.7K. The stake represents ﹤0.01% of the portfolio and ranks #3174 among its holdings. This is a return to the name: Bank of Montreal previously reported a position in KBWB as recently as Q3 2025.

Bank of Montreal first reported a position in KBWB in Q1 2016 and has held it in 28 quarters since. The position peaked at $1.93M in Q2 2024. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

  • Bank of Montreal held 1,045 shares of Invesco KBW Bank ETF worth $82.7K as of Q1 2026.
  • Invesco KBW Bank ETF was a new Bank of Montreal position in Q1 2026.
  • Invesco KBW Bank ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3174 holding.
  • Bank of Montreal first reported a position in Invesco KBW Bank ETF in Q1 2016 and has held it in 28 quarters since.
  • Bank of Montreal's Invesco KBW Bank ETF position peaked at $1.93M in Q2 2024.
  • 300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

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