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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
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

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

Guardian Partners's KBWB Position: Q1 2026 in Review

Guardian Partners reduced its Invesco KBW Bank ETF (KBWB) stake by 15% in Q1 2026, selling an estimated $1.76M and leaving 117,400 shares worth $9.29M. The position accounts for 0.77% of the portfolio, ranked #41.

Guardian Partners first reported a position in KBWB in Q4 2024 and has held it in 6 quarters since. The position peaked at $44.8M in Q3 2025. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

  • Guardian Partners held 117,400 shares of Invesco KBW Bank ETF worth $9.29M as of Q1 2026.
  • Guardian Partners sold 21,000 Invesco KBW Bank ETF shares in Q1 2026, an estimated $1.76M.
  • Invesco KBW Bank ETF made up 0.77% of Guardian Partners's portfolio in Q1 2026, its #41 holding.
  • Guardian Partners first reported a position in Invesco KBW Bank ETF in Q4 2024 and has held it in 6 quarters since.
  • Guardian Partners's Invesco KBW Bank ETF position peaked at $44.8M in Q3 2025.
  • 300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on Guardian Partners's 13F filing for Q1 2026, filed 18 May 2026.