CPRC
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Consolidated Portfolio Review Corp’s Invesco KBW Bank ETF KBWB Stock Holding History

Consolidated Portfolio Review Corp’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
Q3 		– Sell
-2,834
Closed -$203K – 476
2025
Q2 		$203K Buy
+2,834
New +$180K 0.03% 429

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
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Consolidated Portfolio Review Corp's KBWB Position: Q3 2025 in Review

Consolidated Portfolio Review Corp sold out of Invesco KBW Bank ETF (KBWB) in Q3 2025, closing a stake of 2,834 shares — an estimated $203K sold.

Consolidated Portfolio Review Corp first reported a position in KBWB in Q2 2025 and held it in 1 quarter. The position peaked at $203K in Q2 2025. 260 funds tracked by Wall St. Rank hold KBWB as of Q3 2025.

  • Consolidated Portfolio Review Corp reported no remaining Invesco KBW Bank ETF position as of Q3 2025 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 2,834 Invesco KBW Bank ETF shares in Q3 2025, an estimated $203K.
  • Consolidated Portfolio Review Corp first reported a position in Invesco KBW Bank ETF in Q2 2025 and held it in 1 quarter.
  • Consolidated Portfolio Review Corp's Invesco KBW Bank ETF position peaked at $203K in Q2 2025.
  • 260 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q3 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q3 2025, filed 12 Nov 2025.