HI
KBWB icon

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

Harbour 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 		$250K Buy
3,156
+64
+2% +$5.35K ﹤0.01% 1409
2025
Q4 		$261K Buy
3,092
+2,451
+382% +$194K 0.01% 1158
2025
Q3 		$50.1K Buy
641
+391
+156% +$29.5K ﹤0.01% 1905
2025
Q2 		$17.9K Sell
250
-16
-6% -$1.01K ﹤0.01% 2284
2025
Q1 		$16.7K Buy
266
+16
+6% +$1.08K ﹤0.01% 2271
2024
Q4 		$16.3K Hold
250
– – ﹤0.01% 2224
2024
Q3 		$14.7K Sell
250
-13
-5% -$740 ﹤0.01% 2200
2024
Q2 		$14.1K Sell
263
-381
-59% -$20.1K ﹤0.01% 2123
2024
Q1 		$34.6K Hold
644
– – ﹤0.01% 1708
2023
Q4 		$31.7K Sell
644
-536
-45% -$22.7K ﹤0.01% 1659
2023
Q3 		$47.3K Sell
1,180
-487
-29% -$20.8K ﹤0.01% 1374
2023
Q2 		$68.4K Sell
1,667
-1,458
-47% -$59.4K ﹤0.01% 1221
2023
Q1 		$131K Sell
3,125
-846
-21% -$44.2K 0.01% 929
2022
Q4 		$205K Sell
3,971
-933
-19% -$49K 0.01% 737
2022
Q3 		$254K Hold
4,904
– – 0.02% 606
2022
Q2 		$254K Buy
+4,904
New +$281K 0.02% 606
2021
Q4 		$84K Buy
1,235
+528
+75% +$36.9K 0.01% 1047
2021
Q3 		$47K Sell
707
-88
-11% -$5.7K ﹤0.01% 1802
2021
Q2 		$51K Buy
795
+502
+171% +$33K ﹤0.01% 1808
2021
Q1 		$18K Buy
+293
New +$16.9K ﹤0.01% 2272

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

Harbour Investments's KBWB Position: Q1 2026 in Review

Harbour Investments increased its Invesco KBW Bank ETF (KBWB) stake by 2.1% in Q1 2026, buying an estimated $5.35K and bringing the position to 3,156 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #1409.

Harbour Investments first reported a position in KBWB in Q1 2021 and has held it in 20 quarters since. The position peaked at $261K in Q4 2025. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

  • Harbour Investments held 3,156 shares of Invesco KBW Bank ETF worth $250K as of Q1 2026.
  • Harbour Investments bought 64 Invesco KBW Bank ETF shares in Q1 2026, an estimated $5.35K.
  • Invesco KBW Bank ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #1409 holding.
  • Harbour Investments first reported a position in Invesco KBW Bank ETF in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's Invesco KBW Bank ETF position peaked at $261K in Q4 2025.
  • 300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

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