ELCO Management’s Invesco KBW Bank ETF KBWB Stock Holding History

ELCO Management’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 Q1	$356K	Buy	4,500 +1,500	+50%	+$125K	0.17%	109
2025 Q4	$253K	Buy	+3,000	New	+$237K	0.16%	123

Other funds holding KBWB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

ELCO Management's KBWB Position: Q1 2026 in Review

ELCO Management increased its Invesco KBW Bank ETF (KBWB) stake by 50% in Q1 2026, buying an estimated $125K and bringing the position to 4,500 shares worth $356K. The position accounts for 0.17% of the portfolio, ranked #109.

ELCO Management first reported a position in KBWB in Q4 2025 and has held it in 2 quarters since. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

ELCO Management held 4,500 shares of Invesco KBW Bank ETF worth $356K as of Q1 2026.
ELCO Management bought 1,500 Invesco KBW Bank ETF shares in Q1 2026, an estimated $125K.
Invesco KBW Bank ETF made up 0.17% of ELCO Management's portfolio in Q1 2026, its #109 holding.
ELCO Management first reported a position in Invesco KBW Bank ETF in Q4 2025 and has held it in 2 quarters since.
300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on ELCO Management's 13F filing for Q1 2026, filed 24 Apr 2026.