FM
KBWB icon

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
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
– – 0.11% 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

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 $1.47T 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 $761B 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 $16.5B AUM 68.34% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return