Fidelity Investments
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Fidelity Investments’s Invesco KBW Bank ETF KBWB Stock Holding History

Fidelity Investments’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 		$572K Buy
7,232
+1,474
+26% +$123K ﹤0.01% 3075
2025
Q4 		$487K Sell
5,758
-255
-4% -$20.2K ﹤0.01% 3096
2025
Q3 		$470K Buy
6,013
+2,679
+80% +$202K ﹤0.01% 3052
2025
Q2 		$240K Buy
3,334
+611
+22% +$38.7K ﹤0.01% 3240
2025
Q1 		$171K Buy
2,723
+663
+32% +$44.6K ﹤0.01% 3311
2024
Q4 		$135K Sell
2,060
-48
-2% -$3.14K ﹤0.01% 3418
2024
Q3 		$124K Buy
2,108
+515
+32% +$29.3K ﹤0.01% 3373
2024
Q2 		$85.2K Buy
1,593
+604
+61% +$31.9K ﹤0.01% 3367
2024
Q1 		$53.1K Buy
989
+693
+234% +$34.4K ﹤0.01% 3557
2023
Q4 		$14.6K Buy
296
+236
+393% +$9.98K ﹤0.01% 4100
2023
Q3 		$2.4K Sell
60
-117
-66% -$4.99K ﹤0.01% 4500
2023
Q2 		$7.27K Sell
177
-832
-82% -$33.9K ﹤0.01% 4248
2023
Q1 		$42.3K Sell
1,009
-439
-30% -$23K ﹤0.01% 3519
2022
Q4 		$74.7K Buy
1,448
+41
+3% +$2.15K ﹤0.01% 3311
2022
Q3 		$69K Sell
1,407
-102
-7% -$5.57K ﹤0.01% 3369
2022
Q2 		$78K Sell
1,509
-95
-6% -$5.45K ﹤0.01% 3406
2022
Q1 		$102K Sell
1,604
-159
-9% -$11K ﹤0.01% 3437
2021
Q4 		$120K Buy
1,763
+65
+4% +$4.55K ﹤0.01% 3051
2021
Q3 		$114K Sell
1,698
-32
-2% -$2.07K ﹤0.01% 3049
2021
Q2 		$111K Buy
1,730
+1,338
+341% +$87.9K ﹤0.01% 3011
2021
Q1 		$24K Sell
392
-206
-34% -$11.9K ﹤0.01% 3206
2020
Q4 		$30K Buy
598
+129
+28% +$5.76K ﹤0.01% 3098
2020
Q3 		$18K Hold
469
– – ﹤0.01% 3076
2020
Q2 		$18K Buy
469
+170
+57% +$6.35K ﹤0.01% 3005
2020
Q1 		$10K Hold
299
– – ﹤0.01% 3115
2019
Q4 		$17K Sell
299
-1
-0.3% -$55 ﹤0.01% 3152
2019
Q3 		$15K Sell
300
-238
-44% -$11.9K ﹤0.01% 3136
2019
Q2 		$27K Buy
538
+537
+53,700% +$27K ﹤0.01% 3013
2019
Q1 		$0 Sell
1
-1
-50% -$50 ﹤0.01% 3934
2018
Q4 		$0 Buy
+2
New +$100 ﹤0.01% 3863

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

Fidelity Investments's KBWB Position: Q1 2026 in Review

Fidelity Investments increased its Invesco KBW Bank ETF (KBWB) stake by 26% in Q1 2026, buying an estimated $123K and bringing the position to 7,232 shares worth $572K. The position accounts for ﹤0.01% of the portfolio, ranked #3075.

Fidelity Investments first reported a position in KBWB in Q4 2018 and has held it in 30 quarters since. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

  • Fidelity Investments held 7,232 shares of Invesco KBW Bank ETF worth $572K as of Q1 2026.
  • Fidelity Investments bought 1,474 Invesco KBW Bank ETF shares in Q1 2026, an estimated $123K.
  • Invesco KBW Bank ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #3075 holding.
  • Fidelity Investments first reported a position in Invesco KBW Bank ETF in Q4 2018 and has held it in 30 quarters since.
  • 300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.