EH
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Equitable Holdings’s Invesco KBW Bank ETF KBWB Stock Holding History

Equitable Holdings’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 		$529K Buy
6,277
+585
+10% +$48.9K ﹤0.01% 1231
2025
Q4 		$480K Sell
5,692
-2,052
-26% -$162K ﹤0.01% 1128
2025
Q3 		$606K Sell
7,744
-1,036
-12% -$78.1K ﹤0.01% 1014
2025
Q2 		$629K Buy
8,780
+785
+10% +$49.8K 0.01% 938
2025
Q1 		$502K Sell
7,995
-2,057
-20% -$138K ﹤0.01% 913
2024
Q4 		$657K Sell
10,052
-543
-5% -$35.5K 0.01% 795
2024
Q3 		$621K Sell
10,595
-338
-3% -$19.2K 0.01% 811
2024
Q2 		$585K Sell
10,933
-712
-6% -$37.6K 0.01% 789
2024
Q1 		$625K Buy
11,645
+989
+9% +$49.1K 0.01% 736
2023
Q4 		$524K Buy
10,656
+2,865
+37% +$121K 0.01% 764
2023
Q3 		$312K Buy
7,791
+2,461
+46% +$105K ﹤0.01% 858
2023
Q2 		$219K Buy
+5,330
New +$217K ﹤0.01% 960

Other funds holding KBWB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
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
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
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Equitable Holdings's KBWB Position: Q1 2026 in Review

Equitable Holdings increased its Invesco KBW Bank ETF (KBWB) stake by 10% in Q1 2026, buying an estimated $48.9K and bringing the position to 6,277 shares worth $529K. The position accounts for ﹤0.01% of the portfolio, ranked #1231.

Equitable Holdings first reported a position in KBWB in Q2 2023 and has held it in 12 quarters since. The position peaked at $657K in Q4 2024. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

  • Equitable Holdings held 6,277 shares of Invesco KBW Bank ETF worth $529K as of Q1 2026.
  • Equitable Holdings bought 585 Invesco KBW Bank ETF shares in Q1 2026, an estimated $48.9K.
  • Invesco KBW Bank ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q1 2026, its #1231 holding.
  • Equitable Holdings first reported a position in Invesco KBW Bank ETF in Q2 2023 and has held it in 12 quarters since.
  • Equitable Holdings's Invesco KBW Bank ETF position peaked at $657K in Q4 2024.
  • 300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.