First Manhattan’s Invesco KBW Bank ETF KBWB Stock Holding History

First Manhattan’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
2021 Q3	–	Sell	-1,500	Closed	-$96K	–	1631
2021 Q2	$96K	Buy	1,500 +1,453	+3,091%	+$95.5K	﹤0.01%	867
2021 Q1	$2K	Hold	47	–	–	﹤0.01%	1424
2020 Q4	$2K	Hold	47	–	–	﹤0.01%	1277
2020 Q3	$1K	Hold	47	–	–	﹤0.01%	1291
2020 Q2	$1K	Hold	47	–	–	﹤0.01%	1350
2020 Q1	$1K	Hold	47	–	–	﹤0.01%	1338
2019 Q4	$2K	Hold	47	–	–	﹤0.01%	1249
2019 Q3	$2K	Hold	47	–	–	﹤0.01%	1266
2019 Q2	$2K	Hold	47	–	–	﹤0.01%	1312
2019 Q1	$2K	Hold	47	–	–	﹤0.01%	1329
2018 Q4	$2K	Buy	+47	New	+$2.35K	﹤0.01%	1302

Other funds holding KBWB

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

First Manhattan's KBWB Position: Q3 2021 in Review

First Manhattan sold out of Invesco KBW Bank ETF (KBWB) in Q3 2021, closing a stake of 1,500 shares — an estimated $96K sold.

First Manhattan first reported a position in KBWB in Q4 2018 and held it in 11 quarters. The position peaked at $96K in Q2 2021. 149 funds tracked by Wall St. Rank hold KBWB as of Q3 2021.

First Manhattan reported no remaining Invesco KBW Bank ETF position as of Q3 2021 after selling out during the quarter.
First Manhattan sold 1,500 Invesco KBW Bank ETF shares in Q3 2021, an estimated $96K.
First Manhattan first reported a position in Invesco KBW Bank ETF in Q4 2018 and held it in 11 quarters.
First Manhattan's Invesco KBW Bank ETF position peaked at $96K in Q2 2021.
149 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q3 2021.

Based on First Manhattan's 13F filing for Q3 2021, filed 15 Nov 2021.