Congress Wealth Management’s Invesco KBW Bank ETF KBWB Stock Holding History

Congress Wealth Management’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
2025 Q2	$49.6M	Sell	692,760 -263,083	-28%	-$16.7M	0.48%	39
2025 Q1	$60M	Sell	955,843 -20,172	-2%	-$1.36M	0.72%	22
2024 Q4	$63.8M	Sell	976,015 -13,598	-1%	-$889K	0.88%	18
2024 Q3	$58M	Buy	989,613 +280,464	+40%	+$16M	0.77%	19
2024 Q2	$37.9M	Buy	709,149 +494,798	+231%	+$26.1M	0.6%	30
2024 Q1	$11.5M	Buy	+214,351	New	+$10.6M	0.2%	152

Other funds holding KBWB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Congress Wealth Management's KBWB Position: Q2 2025 in Review

Congress Wealth Management reduced its Invesco KBW Bank ETF (KBWB) stake by 28% in Q2 2025, selling an estimated $16.7M and leaving 692,760 shares worth $49.6M. The position accounts for 0.48% of the portfolio, ranked #39.

Congress Wealth Management first reported a position in KBWB in Q1 2024 and has held it in 6 quarters since. The position peaked at $63.8M in Q4 2024. 231 funds tracked by Wall St. Rank hold KBWB as of Q2 2025.

Congress Wealth Management held 692,760 shares of Invesco KBW Bank ETF worth $49.6M as of Q2 2025.
Congress Wealth Management sold 263,083 Invesco KBW Bank ETF shares in Q2 2025, an estimated $16.7M.
Invesco KBW Bank ETF made up 0.48% of Congress Wealth Management's portfolio in Q2 2025, its #39 holding.
Congress Wealth Management first reported a position in Invesco KBW Bank ETF in Q1 2024 and has held it in 6 quarters since.
Congress Wealth Management's Invesco KBW Bank ETF position peaked at $63.8M in Q4 2024.
231 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.