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Chicago Capital’s Invesco KBW Bank ETF KBWB Stock Holding History

Chicago Capital’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 		$447K Hold
4,810
– – 0.01% 281
2026
Q1 		$381K Buy
+4,810
New +$402K 0.01% 282

Other funds holding KBWB

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
RH
RFG Holdings Argyle, Texas $477M AUM 26.7% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
APA
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WA
WP Advisors San Francisco, California $413M AUM 26.32% 1-Year Est. Return

Chicago Capital's KBWB Position: Q2 2026 in Review

Chicago Capital held its Invesco KBW Bank ETF (KBWB) position steady in Q2 2026 at 4,810 shares worth $447K. The position accounts for 0.01% of the portfolio, ranked #281.

Chicago Capital first reported a position in KBWB in Q1 2026 and has held it in 2 quarters since. 131 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • Chicago Capital held 4,810 shares of Invesco KBW Bank ETF worth $447K as of Q2 2026.
  • Chicago Capital left its Invesco KBW Bank ETF share count unchanged in Q2 2026.
  • Invesco KBW Bank ETF made up 0.01% of Chicago Capital's portfolio in Q2 2026, its #281 holding.
  • Chicago Capital first reported a position in Invesco KBW Bank ETF in Q1 2026 and has held it in 2 quarters since.
  • 131 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Chicago Capital's 13F filing for Q2 2026, filed 28 Jul 2026.