Bessemer Group’s Invesco KBW Bank ETF KBWB Stock Holding History

Bessemer Group’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	-158	Closed	-$13K	–	2607
2025 Q4	$13K	Hold	158	–	–	﹤0.01%	2024
2025 Q3	$12K	Buy	+158	New	+$11.9K	﹤0.01%	1891
2022 Q1	–	Sell	-564,945	Closed	-$39.2M	–	1890
2021 Q4	$38.3M	Buy	564,945 +4,945	+0.9%	+$346K	0.08%	175
2021 Q3	$37.6M	Hold	560,000	–	–	0.08%	185
2021 Q2	$36.1M	Hold	560,000	–	–	0.08%	190
2021 Q1	$34.7M	Buy	+560,000	New	+$32.2M	0.08%	190
2020 Q4	–	Sell	-72	Closed	-$3K	–	1509
2020 Q3	$3K	Buy	+72	New	+$2.79K	﹤0.01%	1245
2018 Q4	–	Sell	-1,624	Closed	-$88K	–	2005
2018 Q3	$88K	Hold	1,624	–	–	﹤0.01%	1149
2018 Q2	$87K	Hold	1,624	–	–	﹤0.01%	1143
2018 Q1	$89K	Hold	1,624	–	–	﹤0.01%	1149
2017 Q4	$89K	Sell	1,624 -227	-12%	-$12K	﹤0.01%	1158
2017 Q3	$95K	Hold	1,851	–	–	﹤0.01%	1190
2017 Q2	$91K	Hold	1,851	–	–	﹤0.01%	1196
2017 Q1	$88K	Buy	+1,851	New	+$89.4K	﹤0.01%	1218

Other funds holding KBWB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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 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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Bessemer Group's KBWB Position: Q1 2026 in Review

Bessemer Group sold out of Invesco KBW Bank ETF (KBWB) in Q1 2026, closing a stake of 158 shares — an estimated $13K sold.

Bessemer Group first reported a position in KBWB in Q1 2017 and held it in 14 quarters. The position peaked at $38.3M in Q4 2021. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

Bessemer Group reported no remaining Invesco KBW Bank ETF position as of Q1 2026 after selling out during the quarter.
Bessemer Group sold 158 Invesco KBW Bank ETF shares in Q1 2026, an estimated $13K.
Bessemer Group first reported a position in Invesco KBW Bank ETF in Q1 2017 and held it in 14 quarters.
Bessemer Group's Invesco KBW Bank ETF position peaked at $38.3M in Q4 2021.
300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.