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Eastern Bank’s Invesco KBW Bank ETF KBWB Stock Holding History

Eastern Bank’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 		$1.76M Sell
20,152
-250
-1% -$23.9K 0.03% 168
2026
Q2 		$1.9M Buy
20,402
+4,154
+26% +$363K 0.03% 165
2026
Q1 		$1.29M Sell
16,248
-220
-1% -$18.4K 0.02% 192
2025
Q4 		$1.39M Buy
+16,468
New +$1.3M 0.02% 175

Other funds holding KBWB

AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $106M AUM
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Eastern Bank's KBWB Position: Q3 2026 in Review

Eastern Bank reduced its Invesco KBW Bank ETF (KBWB) stake by 1.2% in Q3 2026, selling an estimated $23.9K and leaving 20,152 shares worth $1.76M. The position accounts for 0.03% of the portfolio, ranked #168.

Eastern Bank first reported a position in KBWB in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.9M in Q2 2026. 24 funds tracked by Wall St. Rank hold KBWB as of Q3 2026.

  • Eastern Bank held 20,152 shares of Invesco KBW Bank ETF worth $1.76M as of Q3 2026.
  • Eastern Bank sold 250 Invesco KBW Bank ETF shares in Q3 2026, an estimated $23.9K.
  • Invesco KBW Bank ETF made up 0.03% of Eastern Bank's portfolio in Q3 2026, its #168 holding.
  • Eastern Bank first reported a position in Invesco KBW Bank ETF in Q4 2025 and has held it in 4 quarters since.
  • Eastern Bank's Invesco KBW Bank ETF position peaked at $1.9M in Q2 2026.
  • 24 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q3 2026.

Based on Eastern Bank's 13F filing for Q3 2026, filed 5 Oct 2026.