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Glen Eagle Advisors’s Invesco KBW Bank ETF KBWB Stock Holding History

Glen Eagle Advisors’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 		$791 Buy
+10
New +$836 ﹤0.01% 944
2020
Q4 		– Sell
-100
Closed -$3.75K – 996
2020
Q3 		$3.75K Buy
+100
New +$3.87K ﹤0.01% 727

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

Glen Eagle Advisors's KBWB Position: Q1 2026 in Review

Glen Eagle Advisors opened a new position in Invesco KBW Bank ETF (KBWB) in Q1 2026: 10 shares worth $791. The stake represents ﹤0.01% of the portfolio and ranks #944 among its holdings. This is a return to the name: Glen Eagle Advisors previously reported a position in KBWB as recently as Q3 2020.

Glen Eagle Advisors first reported a position in KBWB in Q3 2020 and has held it in 2 quarters since. The position peaked at $3.75K in Q3 2020. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

  • Glen Eagle Advisors held 10 shares of Invesco KBW Bank ETF worth $791 as of Q1 2026.
  • Invesco KBW Bank ETF was a new Glen Eagle Advisors position in Q1 2026.
  • Invesco KBW Bank ETF made up ﹤0.01% of Glen Eagle Advisors's portfolio in Q1 2026, its #944 holding.
  • Glen Eagle Advisors first reported a position in Invesco KBW Bank ETF in Q3 2020 and has held it in 2 quarters since.
  • Glen Eagle Advisors's Invesco KBW Bank ETF position peaked at $3.75K in Q3 2020.
  • 300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on Glen Eagle Advisors's 13F filing for Q1 2026, filed 15 May 2026.