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Benjamin Edwards Inc’s Invesco KBW Bank ETF KBWB Stock Holding History

Benjamin Edwards Inc’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 		$1.42M Sell
15,250
-225
-1% -$19.7K 0.01% 684
2026
Q1 		$1.22M Buy
15,475
+3,800
+33% +$318K 0.01% 684
2025
Q4 		$984K Buy
11,675
+3,554
+44% +$281K 0.01% 720
2025
Q3 		$635K Buy
+8,121
New +$612K 0.01% 859

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

Benjamin Edwards Inc's KBWB Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its Invesco KBW Bank ETF (KBWB) stake by 1.5% in Q2 2026, selling an estimated $19.7K and leaving 15,250 shares worth $1.42M. The position accounts for 0.01% of the portfolio, ranked #684.

Benjamin Edwards Inc first reported a position in KBWB in Q3 2025 and has held it in 4 quarters since. 338 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • Benjamin Edwards Inc held 15,250 shares of Invesco KBW Bank ETF worth $1.42M as of Q2 2026.
  • Benjamin Edwards Inc sold 225 Invesco KBW Bank ETF shares in Q2 2026, an estimated $19.7K.
  • Invesco KBW Bank ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #684 holding.
  • Benjamin Edwards Inc first reported a position in Invesco KBW Bank ETF in Q3 2025 and has held it in 4 quarters since.
  • 338 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.