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Custom Index Systems’s Invesco KBW Bank ETF KBWB Stock Holding History

Custom Index Systems’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 		$298K Buy
3,203
+50
+2% +$4.37K 0.11% 205
2026
Q1 		$249K Buy
+3,153
New +$264K 0.11% 222
2025
Q4 		– Sell
-3,630
Closed -$284K – 265
2025
Q3 		$284K Sell
3,630
-497
-12% -$37.5K 0.08% 232
2025
Q2 		$296K Buy
4,127
+11
+0.3% +$698 0.14% 195
2025
Q1 		$258K Hold
4,116
– – 0.13% 233
2024
Q4 		$269K Buy
+4,116
New +$269K 0.14% 188

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
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
CI
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 $37.3B AUM 12.6% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Custom Index Systems's KBWB Position: Q2 2026 in Review

Custom Index Systems increased its Invesco KBW Bank ETF (KBWB) stake by 1.6% in Q2 2026, buying an estimated $4.37K and bringing the position to 3,203 shares worth $298K. The position accounts for 0.11% of the portfolio, ranked #205.

Custom Index Systems first reported a position in KBWB in Q4 2024 and has held it in 6 quarters since. 338 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • Custom Index Systems held 3,203 shares of Invesco KBW Bank ETF worth $298K as of Q2 2026.
  • Custom Index Systems bought 50 Invesco KBW Bank ETF shares in Q2 2026, an estimated $4.37K.
  • Invesco KBW Bank ETF made up 0.11% of Custom Index Systems's portfolio in Q2 2026, its #205 holding.
  • Custom Index Systems first reported a position in Invesco KBW Bank ETF in Q4 2024 and has held it in 6 quarters since.
  • 338 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.