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Bernard Wealth Management’s Invesco KBW Bank ETF KBWB Stock Holding History

Bernard Wealth 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
Q1 		– Sell
-4
Closed -$338 – 370
2025
Q4 		$338 Hold
4
– – ﹤0.01% 328
2025
Q3 		$313 Buy
+4
New +$301 ﹤0.01% 315

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

Bernard Wealth Management's KBWB Position: Q1 2026 in Review

Bernard Wealth Management sold out of Invesco KBW Bank ETF (KBWB) in Q1 2026, closing a stake of 4 shares — an estimated $338 sold.

Bernard Wealth Management first reported a position in KBWB in Q3 2025 and held it in 2 quarters. The position peaked at $338 in Q4 2025. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

  • Bernard Wealth Management reported no remaining Invesco KBW Bank ETF position as of Q1 2026 after selling out during the quarter.
  • Bernard Wealth Management sold 4 Invesco KBW Bank ETF shares in Q1 2026, an estimated $338.
  • Bernard Wealth Management first reported a position in Invesco KBW Bank ETF in Q3 2025 and held it in 2 quarters.
  • Bernard Wealth Management's Invesco KBW Bank ETF position peaked at $338 in Q4 2025.
  • 300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.