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Chicago Partners Investment Group’s Invesco KBW Bank ETF KBWB Stock Holding History

Chicago Partners Investment 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
Q2 		$331K Sell
3,446
-35
-1% -$3.06K 0.01% 1189
2026
Q1 		$304K Buy
3,481
+35
+1% +$2.93K 0.01% 1132
2025
Q4 		$291K Hold
3,446
– – 0.01% 1057
2025
Q3 		$265K Hold
3,446
– – 0.01% 1020
2025
Q2 		$258K Buy
+3,446
New +$219K 0.01% 921
2025
Q1 		– Sell
-3,163
Closed -$210K – 966
2024
Q4 		$210K Buy
+3,163
New +$207K 0.01% 805

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

Chicago Partners Investment Group's KBWB Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its Invesco KBW Bank ETF (KBWB) stake by 1% in Q2 2026, selling an estimated $3.06K and leaving 3,446 shares worth $331K. The position accounts for 0.01% of the portfolio, ranked #1189.

Chicago Partners Investment Group first reported a position in KBWB in Q4 2024 and has held it in 6 quarters since. 339 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • Chicago Partners Investment Group held 3,446 shares of Invesco KBW Bank ETF worth $331K as of Q2 2026.
  • Chicago Partners Investment Group sold 35 Invesco KBW Bank ETF shares in Q2 2026, an estimated $3.06K.
  • Invesco KBW Bank ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1189 holding.
  • Chicago Partners Investment Group first reported a position in Invesco KBW Bank ETF in Q4 2024 and has held it in 6 quarters since.
  • 339 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.