Csenge Advisory Group
KBWB icon

Csenge Advisory Group’s Invesco KBW Bank ETF KBWB Stock Holding History

Csenge Advisory 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 		– Sell
-79,169
Closed -$6.26M – 803
2026
Q1 		$6.26M Sell
79,169
-55,779
-41% -$4.66M 0.29% 70
2025
Q4 		$11.4M Buy
134,948
+26,898
+25% +$2.13M 0.51% 34
2025
Q3 		$8.45M Buy
108,050
+1,036
+1% +$78.1K 0.4% 46
2025
Q2 		$7.02M Sell
107,014
-546
-0.5% -$34.6K 0.37% 48
2025
Q1 		$6.11M Buy
+107,560
New +$7.23M 0.35% 54

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
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Clal Insurance
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 $36.7B AUM 6.83% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Csenge Advisory Group's KBWB Position: Q2 2026 in Review

Csenge Advisory Group sold out of Invesco KBW Bank ETF (KBWB) in Q2 2026, closing a stake of 79,169 shares — an estimated $6.26M sold.

Csenge Advisory Group first reported a position in KBWB in Q1 2025 and held it in 5 quarters. The position peaked at $11.4M in Q4 2025. 340 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • Csenge Advisory Group reported no remaining Invesco KBW Bank ETF position as of Q2 2026 after selling out during the quarter.
  • Csenge Advisory Group sold 79,169 Invesco KBW Bank ETF shares in Q2 2026, an estimated $6.26M.
  • Csenge Advisory Group first reported a position in Invesco KBW Bank ETF in Q1 2025 and held it in 5 quarters.
  • Csenge Advisory Group's Invesco KBW Bank ETF position peaked at $11.4M in Q4 2025.
  • 340 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.