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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
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

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

Chicago Partners Investment Group's KBWB Position: Q1 2026 in Review

Chicago Partners Investment Group increased its Invesco KBW Bank ETF (KBWB) stake by 1% in Q1 2026, buying an estimated $2.93K and bringing the position to 3,481 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #1132.

Chicago Partners Investment Group first reported a position in KBWB in Q4 2024 and has held it in 5 quarters since. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

  • Chicago Partners Investment Group held 3,481 shares of Invesco KBW Bank ETF worth $304K as of Q1 2026.
  • Chicago Partners Investment Group bought 35 Invesco KBW Bank ETF shares in Q1 2026, an estimated $2.93K.
  • Invesco KBW Bank ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q1 2026, its #1132 holding.
  • Chicago Partners Investment Group first reported a position in Invesco KBW Bank ETF in Q4 2024 and has held it in 5 quarters since.
  • 300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.