Guardian Partners’s Invesco KBW Bank ETF KBWB Stock Holding History

Guardian Partners’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	$3.77M	Sell	40,600 -76,800	-65%	-$6.72M	0.34%	60
2026 Q1	$9.29M	Sell	117,400 -21,000	-15%	-$1.76M	0.77%	41
2025 Q4	$11.7M	Sell	138,400 -442,919	-76%	-$35M	0.94%	30
2025 Q3	$44.8M	Sell	581,319 -27,267	-4%	-$2.06M	3.79%	3
2025 Q2	$44.5M	Buy	608,586 +543,785	+839%	+$34.5M	4%	3
2025 Q1	$3.81M	Sell	64,801 -210,951	-77%	-$14.2M	0.39%	71
2024 Q4	$18.3M	Buy	+275,752	New	+$18M	1.86%	12

Other funds holding KBWB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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 Singapore $37.3B AUM 12.6% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Guardian Partners's KBWB Position: Q2 2026 in Review

Guardian Partners reduced its Invesco KBW Bank ETF (KBWB) stake by 65% in Q2 2026, selling an estimated $6.72M and leaving 40,600 shares worth $3.77M. The position accounts for 0.34% of the portfolio, ranked #60.

Guardian Partners first reported a position in KBWB in Q4 2024 and has held it in 7 quarters since. The position peaked at $44.8M in Q3 2025. 338 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

Guardian Partners held 40,600 shares of Invesco KBW Bank ETF worth $3.77M as of Q2 2026.
Guardian Partners sold 76,800 Invesco KBW Bank ETF shares in Q2 2026, an estimated $6.72M.
Invesco KBW Bank ETF made up 0.34% of Guardian Partners's portfolio in Q2 2026, its #60 holding.
Guardian Partners first reported a position in Invesco KBW Bank ETF in Q4 2024 and has held it in 7 quarters since.
Guardian Partners's Invesco KBW Bank ETF position peaked at $44.8M in Q3 2025.
338 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Guardian Partners's 13F filing for Q2 2026, filed 29 Jul 2026.