FT
KBWB icon

Fiduciary Trust’s Invesco KBW Bank ETF KBWB Stock Holding History

Fiduciary Trust’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 		$34.4M Sell
369,542
-112,017
-23% -$9.8M 0.37% 45
2026
Q1 		$38.1M Sell
481,559
-153,013
-24% -$12.8M 0.45% 42
2025
Q4 		$53.5M Sell
634,572
-142,601
-18% -$11.3M 0.61% 28
2025
Q3 		$60.8M Sell
777,173
-148,920
-16% -$11.2M 0.69% 25
2025
Q2 		$66.3M Buy
926,093
+63,549
+7% +$4.03M 0.82% 22
2025
Q1 		$54.1M Buy
862,544
+117,152
+16% +$7.88M 0.71% 26
2024
Q4 		$48.7M Buy
745,392
+282,788
+61% +$18.5M 0.64% 28
2024
Q3 		$27.1M Buy
+462,604
New +$26.3M 0.38% 47
2024
Q2 		– Sell
-25,258
Closed -$1.36M – 639
2024
Q1 		$1.36M Sell
25,258
-272
-1% -$13.5K 0.02% 292
2023
Q4 		$1.26M Sell
25,530
-10,076
-28% -$426K 0.02% 294
2023
Q3 		$1.43M Hold
35,606
– – 0.03% 271
2023
Q2 		$1.46M Buy
+35,606
New +$1.45M 0.03% 274

Other funds holding KBWB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
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
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
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
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Fiduciary Trust's KBWB Position: Q2 2026 in Review

Fiduciary Trust reduced its Invesco KBW Bank ETF (KBWB) stake by 23% in Q2 2026, selling an estimated $9.8M and leaving 369,542 shares worth $34.4M. The position accounts for 0.37% of the portfolio, ranked #45.

Fiduciary Trust first reported a position in KBWB in Q2 2023 and has held it in 12 quarters since. The position peaked at $66.3M in Q2 2025. 338 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • Fiduciary Trust held 369,542 shares of Invesco KBW Bank ETF worth $34.4M as of Q2 2026.
  • Fiduciary Trust sold 112,017 Invesco KBW Bank ETF shares in Q2 2026, an estimated $9.8M.
  • Invesco KBW Bank ETF made up 0.37% of Fiduciary Trust's portfolio in Q2 2026, its #45 holding.
  • Fiduciary Trust first reported a position in Invesco KBW Bank ETF in Q2 2023 and has held it in 12 quarters since.
  • Fiduciary Trust's Invesco KBW Bank ETF position peaked at $66.3M in Q2 2025.
  • 338 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.