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Harel Insurance Investments & Financial Services’s Invesco KBW Bank ETF KBWB Stock Holding History

Harel Insurance Investments & Financial Services’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 		$58K Hold
620
– – ﹤0.01% 445
2026
Q1 		$49K Hold
620
– – ﹤0.01% 429
2025
Q4 		$52K Sell
620
-4,177,000
-100% -$330M ﹤0.01% 340
2025
Q3 		$327M Buy
4,177,620
+1,905,000
+84% +$144M 2.94% 9
2025
Q2 		$163M Hold
2,272,620
– – 1.86% 14
2025
Q1 		$143M Buy
2,272,620
+1,652,140
+266% +$111M 1.87% 13
2024
Q4 		$40.5M Buy
620,480
+620,000
+129,167% +$40.5M 0.66% 36
2024
Q3 		$28K Hold
480
– – ﹤0.01% 395
2024
Q2 		$26K Hold
480
– – ﹤0.01% 428
2024
Q1 		$26K Sell
480
-300
-38% -$14.9K ﹤0.01% 426
2023
Q4 		$38K Sell
780
-1,550,000
-100% -$65.6M ﹤0.01% 448
2023
Q3 		$62.1M Hold
1,550,780
– – 1.23% 25
2023
Q2 		$63.7M Hold
1,550,780
– – 1.57% 18
2023
Q1 		$65.1M Buy
1,550,780
+665,792
+75% +$34.8M 1.33% 23
2022
Q4 		$45.7M Buy
884,988
+5,488
+0.6% +$288K 1% 27
2022
Q3 		$43.2M Hold
879,500
– – 1.06% 26
2022
Q2 		$45.5M Sell
879,500
-6,240
-0.7% -$358K 0.96% 30
2022
Q1 		$56.7M Buy
885,740
+884,540
+73,712% +$61.3M 0.93% 34
2021
Q4 		$82K Buy
+1,200
New +$84K ﹤0.01% 530
2017
Q4 		– Sell
-3,750
Closed -$192K – 490
2017
Q3 		$192K Sell
3,750
-1,450
-28% -$71.3K 0.02% 184
2017
Q2 		$257K Hold
5,200
– – 0.02% 159
2017
Q1 		$241K Sell
5,200
-14,640
-74% -$707K 0.02% 148
2016
Q4 		$938K Hold
19,840
– – 0.13% 59
2016
Q3 		$724K Sell
19,840
-7,600
-28% -$271K 0.1% 65
2016
Q2 		$916K Buy
+27,440
New +$953K 0.11% 60
2016
Q1 		– Sell
-59,835
Closed -$1.95M – 58
2015
Q4 		$2.25M Buy
+59,835
New +$2.27M 0.26% 41

Other funds holding KBWB

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RH
RFG Holdings Argyle, Texas $477M AUM 26.7% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LBC
Lowe Brockenbrough & Co Richmond, Virginia $2.25B AUM 26.19% 1-Year Est. Return

Harel Insurance Investments & Financial Services's KBWB Position: Q2 2026 in Review

Harel Insurance Investments & Financial Services held its Invesco KBW Bank ETF (KBWB) position steady in Q2 2026 at 620 shares worth $58K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

Harel Insurance Investments & Financial Services first reported a position in KBWB in Q4 2015 and has held it in 26 quarters since. The position peaked at $327M in Q3 2025. 168 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • Harel Insurance Investments & Financial Services held 620 shares of Invesco KBW Bank ETF worth $58K as of Q2 2026.
  • Harel Insurance Investments & Financial Services left its Invesco KBW Bank ETF share count unchanged in Q2 2026.
  • Invesco KBW Bank ETF made up ﹤0.01% of Harel Insurance Investments & Financial Services's portfolio in Q2 2026, its #445 holding.
  • Harel Insurance Investments & Financial Services first reported a position in Invesco KBW Bank ETF in Q4 2015 and has held it in 26 quarters since.
  • Harel Insurance Investments & Financial Services's Invesco KBW Bank ETF position peaked at $327M in Q3 2025.
  • 168 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.