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

Family 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 Q2	$503K	Hold	5,409	–	–	0.05%	169
2026 Q1	$428K	Hold	5,409	–	–	0.05%	173
2025 Q4	$456K	Hold	5,409	–	–	0.06%	146
2025 Q3	$423K	Sell	5,409 -5,408	-50%	-$408K	0.06%	133
2025 Q2	$775K	Hold	10,817	–	–	0.12%	104
2025 Q1	$679K	Hold	10,817	–	–	0.11%	103
2024 Q4	$707K	Hold	10,817	–	–	0.11%	97
2024 Q3	$634K	Hold	10,817	–	–	0.1%	99
2024 Q2	$579K	Hold	10,817	–	–	0.1%	94
2024 Q1	$580K	Hold	10,817	–	–	0.11%	90
2023 Q4	$532K	Buy	+10,817	New	+$458K	0.11%	86

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

Family Management's KBWB Position: Q2 2026 in Review

Family Management held its Invesco KBW Bank ETF (KBWB) position steady in Q2 2026 at 5,409 shares worth $503K. The position accounts for 0.05% of the portfolio, ranked #169.

Family Management first reported a position in KBWB in Q4 2023 and has held it in 11 quarters since. The position peaked at $775K in Q2 2025. 338 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

Family Management held 5,409 shares of Invesco KBW Bank ETF worth $503K as of Q2 2026.
Family Management left its Invesco KBW Bank ETF share count unchanged in Q2 2026.
Invesco KBW Bank ETF made up 0.05% of Family Management's portfolio in Q2 2026, its #169 holding.
Family Management first reported a position in Invesco KBW Bank ETF in Q4 2023 and has held it in 11 quarters since.
Family Management's Invesco KBW Bank ETF position peaked at $775K in Q2 2025.
338 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.