DSG Capital Advisors’s Invesco KBW Bank ETF KBWB Stock Holding History

DSG Capital Advisors’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	$306K	Sell	3,153 -50	-2%	-$4.37K	0.04%	103
2026 Q1	$253K	Sell	3,203 -279	-8%	-$23.3K	0.04%	115
2025 Q4	$301K	Sell	3,482 -1,204	-26%	-$95.2K	0.05%	108
2025 Q3	$366K	Buy	+4,686	New	+$353K	0.06%	104
2025 Q2	–	Sell	-5,708	Closed	-$358K	–	129
2025 Q1	$358K	Buy	5,708 +1,390	+32%	+$93.5K	0.07%	101
2024 Q4	$282K	Buy	+4,318	New	+$282K	0.05%	107

Other funds holding KBWB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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 Singapore $37.3B AUM 12.6% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

DSG Capital Advisors's KBWB Position: Q2 2026 in Review

DSG Capital Advisors reduced its Invesco KBW Bank ETF (KBWB) stake by 1.6% in Q2 2026, selling an estimated $4.37K and leaving 3,153 shares worth $306K. The position accounts for 0.04% of the portfolio, ranked #103.

DSG Capital Advisors first reported a position in KBWB in Q4 2024 and has held it in 6 quarters since. The position peaked at $366K in Q3 2025. 338 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

DSG Capital Advisors held 3,153 shares of Invesco KBW Bank ETF worth $306K as of Q2 2026.
DSG Capital Advisors sold 50 Invesco KBW Bank ETF shares in Q2 2026, an estimated $4.37K.
Invesco KBW Bank ETF made up 0.04% of DSG Capital Advisors's portfolio in Q2 2026, its #103 holding.
DSG Capital Advisors first reported a position in Invesco KBW Bank ETF in Q4 2024 and has held it in 6 quarters since.
DSG Capital Advisors's Invesco KBW Bank ETF position peaked at $366K in Q3 2025.
338 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on DSG Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.