Envestnet Portfolio Solutions’s Invesco KBW Bank ETF KBWB Stock Holding History

Envestnet Portfolio Solutions’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	$4.17M	Buy	44,865 +38,985	+663%	+$3.41M	0.02%	363
2026 Q1	$465K	Sell	5,880 -45,573	-89%	-$3.81M	﹤0.01%	934
2025 Q4	$4.34M	Buy	51,453 +7,937	+18%	+$628K	0.02%	386
2025 Q3	$3.4M	Sell	43,516 -11,650	-21%	-$878K	0.01%	423
2025 Q2	$3.95M	Buy	55,166 +31,512	+133%	+$2M	0.01%	412
2025 Q1	$1.48M	Buy	23,654 +9,402	+66%	+$632K	0.01%	679
2024 Q4	$931K	Buy	+14,252	New	+$932K	﹤0.01%	958
2024 Q2	–	Sell	-5,179	Closed	-$278K	–	1668
2024 Q1	$278K	Sell	5,179 -964	-16%	-$47.9K	﹤0.01%	1397
2023 Q4	$302K	Sell	6,143 -90	-1%	-$3.81K	﹤0.01%	1284
2023 Q3	$250K	Buy	+6,233	New	+$266K	﹤0.01%	1323

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

Envestnet Portfolio Solutions's KBWB Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Invesco KBW Bank ETF (KBWB) stake by 663% in Q2 2026, buying an estimated $3.41M and bringing the position to 44,865 shares worth $4.17M. The position accounts for 0.02% of the portfolio, ranked #363.

Envestnet Portfolio Solutions first reported a position in KBWB in Q3 2023 and has held it in 10 quarters since. The position peaked at $4.34M in Q4 2025. 339 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

Envestnet Portfolio Solutions held 44,865 shares of Invesco KBW Bank ETF worth $4.17M as of Q2 2026.
Envestnet Portfolio Solutions bought 38,985 Invesco KBW Bank ETF shares in Q2 2026, an estimated $3.41M.
Invesco KBW Bank ETF made up 0.02% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #363 holding.
Envestnet Portfolio Solutions first reported a position in Invesco KBW Bank ETF in Q3 2023 and has held it in 10 quarters since.
Envestnet Portfolio Solutions's Invesco KBW Bank ETF position peaked at $4.34M in Q4 2025.
339 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.