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 Q3	–	Sell	-40,600	Closed	-$3.77M	–	424
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

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Ledyard National Bank $1.27B AUM 18.28% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

WP Advisors San Francisco, California $436M AUM 23.46% 1-Year Est. Return

Quattro Financial Advisors The Woodlands, Texas $483M AUM 11.42% 1-Year Est. Return

Pinnacle Wealth Management Group Plymouth, Michigan $218M AUM 11.75% 1-Year Est. Return

Crown Wealth Group Charlotte, North Carolina $404M AUM 20.63% 1-Year Est. Return

Guardian Partners's KBWB Position: Q3 2026 in Review

Guardian Partners sold out of Invesco KBW Bank ETF (KBWB) in Q3 2026, closing a stake of 40,600 shares — an estimated $3.77M sold.

Guardian Partners first reported a position in KBWB in Q4 2024 and held it in 7 quarters. The position peaked at $44.8M in Q3 2025. 84 funds tracked by Wall St. Rank hold KBWB as of Q3 2026.

Guardian Partners reported no remaining Invesco KBW Bank ETF position as of Q3 2026 after selling out during the quarter.
Guardian Partners sold 40,600 Invesco KBW Bank ETF shares in Q3 2026, an estimated $3.77M.
Guardian Partners first reported a position in Invesco KBW Bank ETF in Q4 2024 and held it in 7 quarters.
Guardian Partners's Invesco KBW Bank ETF position peaked at $44.8M in Q3 2025.
84 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q3 2026.

Based on Guardian Partners's 13F filing for Q3 2026, filed 21 Oct 2026.