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Carlson Financial’s Invesco KBW Bank ETF KBWB Stock Holding History

Carlson Financial’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 		$250K Buy
+2,690
New +$235K 0.13% 160

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

Carlson Financial's KBWB Position: Q2 2026 in Review

Carlson Financial opened a new position in Invesco KBW Bank ETF (KBWB) in Q2 2026: 2,690 shares worth $250K. The stake represents 0.13% of the portfolio and ranks #160 among its holdings.

338 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • Carlson Financial held 2,690 shares of Invesco KBW Bank ETF worth $250K as of Q2 2026.
  • Invesco KBW Bank ETF was a new Carlson Financial position in Q2 2026.
  • Invesco KBW Bank ETF made up 0.13% of Carlson Financial's portfolio in Q2 2026, its #160 holding.
  • 338 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Carlson Financial's 13F filing for Q2 2026, filed 24 Aug 2026.