EP Wealth Advisors’s Invesco KBW Bank ETF KBWB Stock Holding History

EP Wealth 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	$102K	Buy	+1,098	New	+$96K	﹤0.01%	1668

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

EP Wealth Advisors's KBWB Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Invesco KBW Bank ETF (KBWB) in Q2 2026: 1,098 shares worth $102K. The stake represents ﹤0.01% of the portfolio and ranks #1668 among its holdings.

338 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

EP Wealth Advisors held 1,098 shares of Invesco KBW Bank ETF worth $102K as of Q2 2026.
Invesco KBW Bank ETF was a new EP Wealth Advisors position in Q2 2026.
Invesco KBW Bank ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1668 holding.
338 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.