Barometer Capital Management’s Invesco KBW Bank ETF KBWB Stock Holding History

Barometer Capital Management’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	$679K	Buy	+7,300	New	+$639K	0.19%	86
2015 Q4	–	Sell	-58,500	Closed	-$2.1M	–	141
2015 Q3	$2.1M	Buy	58,500 +2,800	+5%	+$108K	0.26%	57
2015 Q2	$2.21M	Buy	+55,700	New	+$2.17M	0.18%	69

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

Barometer Capital Management's KBWB Position: Q2 2026 in Review

Barometer Capital Management opened a new position in Invesco KBW Bank ETF (KBWB) in Q2 2026: 7,300 shares worth $679K. The stake represents 0.19% of the portfolio and ranks #86 among its holdings. This is a return to the name: Barometer Capital Management previously reported a position in KBWB as recently as Q3 2015.

Barometer Capital Management first reported a position in KBWB in Q2 2015 and has held it in 3 quarters since. The position peaked at $2.21M in Q2 2015. 339 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

Barometer Capital Management held 7,300 shares of Invesco KBW Bank ETF worth $679K as of Q2 2026.
Invesco KBW Bank ETF was a new Barometer Capital Management position in Q2 2026.
Invesco KBW Bank ETF made up 0.19% of Barometer Capital Management's portfolio in Q2 2026, its #86 holding.
Barometer Capital Management first reported a position in Invesco KBW Bank ETF in Q2 2015 and has held it in 3 quarters since.
Barometer Capital Management's Invesco KBW Bank ETF position peaked at $2.21M in Q2 2015.
339 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Barometer Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.