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David Shaw’s Invesco KBW Bank ETF KBWB Stock Holding History

David Shaw’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
-92,999
Closed -$7.36M – 5056
2026
Q1 		$7.36M Buy
+92,999
New +$7.77M ﹤0.01% 1872
2025
Q1 		– Sell
-183,319
Closed -$12M – 4502
2024
Q4 		$12M Buy
183,319
+164,265
+862% +$10.7M 0.01% 1380
2024
Q3 		$1.12M Buy
19,054
+8,382
+79% +$477K ﹤0.01% 3196
2024
Q2 		$571K Sell
10,672
-92,826
-90% -$4.9M ﹤0.01% 3543
2024
Q1 		$5.55M Buy
103,498
+80,801
+356% +$4.01M ﹤0.01% 1813
2023
Q4 		$1.12M Buy
+22,697
New +$960K ﹤0.01% 3066

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

David Shaw's KBWB Position: Q2 2026 in Review

David Shaw sold out of Invesco KBW Bank ETF (KBWB) in Q2 2026, closing a stake of 92,999 shares — an estimated $7.36M sold.

David Shaw first reported a position in KBWB in Q4 2023 and held it in 6 quarters. The position peaked at $12M in Q4 2024. 337 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • David Shaw reported no remaining Invesco KBW Bank ETF position as of Q2 2026 after selling out during the quarter.
  • David Shaw sold 92,999 Invesco KBW Bank ETF shares in Q2 2026, an estimated $7.36M.
  • David Shaw first reported a position in Invesco KBW Bank ETF in Q4 2023 and held it in 6 quarters.
  • David Shaw's Invesco KBW Bank ETF position peaked at $12M in Q4 2024.
  • 337 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.