Crown Wealth Group
KBWB icon

Crown Wealth Group’s Invesco KBW Bank ETF KBWB Stock Holding History

Crown Wealth 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
Q3 		$3.31M Buy
37,909
+35,089
+1,244% +$3.35M 0.82% 22
2026
Q2 		$262K Sell
2,820
-430
-13% -$37.6K 0.07% 123
2026
Q1 		$257K Sell
3,250
-64,965
-95% -$5.43M 0.08% 115
2025
Q4 		$5.75M Buy
+68,215
New +$5.4M 1.61% 16

Other funds holding KBWB

Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Ledyard National Bank
Ledyard National Bank $1.27B AUM 18.28% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
WA
WP Advisors San Francisco, California $436M AUM 23.46% 1-Year Est. Return

Crown Wealth Group's KBWB Position: Q3 2026 in Review

Crown Wealth Group increased its Invesco KBW Bank ETF (KBWB) stake by 1,244% in Q3 2026, buying an estimated $3.35M and bringing the position to 37,909 shares worth $3.31M. The position accounts for 0.82% of the portfolio, ranked #22.

Crown Wealth Group first reported a position in KBWB in Q4 2025 and has held it in 4 quarters since. The position peaked at $5.75M in Q4 2025. 109 funds tracked by Wall St. Rank hold KBWB as of Q3 2026.

  • Crown Wealth Group held 37,909 shares of Invesco KBW Bank ETF worth $3.31M as of Q3 2026.
  • Crown Wealth Group bought 35,089 Invesco KBW Bank ETF shares in Q3 2026, an estimated $3.35M.
  • Invesco KBW Bank ETF made up 0.82% of Crown Wealth Group's portfolio in Q3 2026, its #22 holding.
  • Crown Wealth Group first reported a position in Invesco KBW Bank ETF in Q4 2025 and has held it in 4 quarters since.
  • Crown Wealth Group's Invesco KBW Bank ETF position peaked at $5.75M in Q4 2025.
  • 109 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.