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

GLOBALT 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
Q2 		$707K Sell
7,605
-401
-5% -$35.1K 0.02% 165
2026
Q1 		$633K Sell
8,006
-62
-0.8% -$5.18K 0.02% 169
2025
Q4 		$680K Sell
8,068
-156
-2% -$12.3K 0.02% 154
2025
Q3 		$643K Sell
8,224
-485
-6% -$36.6K 0.02% 163
2025
Q2 		$624K Sell
8,709
-1,013
-10% -$64.2K 0.02% 166
2025
Q1 		$610K Sell
9,722
-1,065
-10% -$71.6K 0.02% 162
2024
Q4 		$705K Sell
10,787
-376
-3% -$24.6K 0.03% 163
2024
Q3 		$654K Sell
11,163
-307
-3% -$17.5K 0.02% 165
2024
Q2 		$614K Sell
11,470
-1,220
-10% -$64.4K 0.02% 170
2024
Q1 		$681K Sell
12,690
-378
-3% -$18.8K 0.03% 167
2023
Q4 		$643K Buy
+13,068
New +$553K 0.03% 167

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

GLOBALT Investments's KBWB Position: Q2 2026 in Review

GLOBALT Investments reduced its Invesco KBW Bank ETF (KBWB) stake by 5% in Q2 2026, selling an estimated $35.1K and leaving 7,605 shares worth $707K. The position accounts for 0.02% of the portfolio, ranked #165.

GLOBALT Investments first reported a position in KBWB in Q4 2023 and has held it in 11 quarters since. 338 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • GLOBALT Investments held 7,605 shares of Invesco KBW Bank ETF worth $707K as of Q2 2026.
  • GLOBALT Investments sold 401 Invesco KBW Bank ETF shares in Q2 2026, an estimated $35.1K.
  • Invesco KBW Bank ETF made up 0.02% of GLOBALT Investments's portfolio in Q2 2026, its #165 holding.
  • GLOBALT Investments first reported a position in Invesco KBW Bank ETF in Q4 2023 and has held it in 11 quarters since.
  • 338 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.