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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
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

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

GLOBALT Investments's KBWB Position: Q1 2026 in Review

GLOBALT Investments reduced its Invesco KBW Bank ETF (KBWB) stake by 0.77% in Q1 2026, selling an estimated $5.18K and leaving 8,006 shares worth $633K. The position accounts for 0.02% of the portfolio, ranked #169.

GLOBALT Investments first reported a position in KBWB in Q4 2023 and has held it in 10 quarters since. The position peaked at $705K in Q4 2024. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

  • GLOBALT Investments held 8,006 shares of Invesco KBW Bank ETF worth $633K as of Q1 2026.
  • GLOBALT Investments sold 62 Invesco KBW Bank ETF shares in Q1 2026, an estimated $5.18K.
  • Invesco KBW Bank ETF made up 0.02% of GLOBALT Investments's portfolio in Q1 2026, its #169 holding.
  • GLOBALT Investments first reported a position in Invesco KBW Bank ETF in Q4 2023 and has held it in 10 quarters since.
  • GLOBALT Investments's Invesco KBW Bank ETF position peaked at $705K in Q4 2024.
  • 300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

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