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Helix Partners Management’s Invesco KBW Bank ETF KBWB Stock Holding History

Helix Partners Management’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
2025
Q3 		– Sell
-35,000
Closed -$2.51M – 12
2025
Q2 		$2.51M Buy
+35,000
New +$2.22M 0.95% 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
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Helix Partners Management's KBWB Position: Q3 2025 in Review

Helix Partners Management sold out of Invesco KBW Bank ETF (KBWB) in Q3 2025, closing a stake of 35,000 shares — an estimated $2.51M sold.

Helix Partners Management first reported a position in KBWB in Q2 2025 and held it in 1 quarter. The position peaked at $2.51M in Q2 2025. 260 funds tracked by Wall St. Rank hold KBWB as of Q3 2025.

  • Helix Partners Management reported no remaining Invesco KBW Bank ETF position as of Q3 2025 after selling out during the quarter.
  • Helix Partners Management sold 35,000 Invesco KBW Bank ETF shares in Q3 2025, an estimated $2.51M.
  • Helix Partners Management first reported a position in Invesco KBW Bank ETF in Q2 2025 and held it in 1 quarter.
  • Helix Partners Management's Invesco KBW Bank ETF position peaked at $2.51M in Q2 2025.
  • 260 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q3 2025.

Based on Helix Partners Management's 13F filing for Q3 2025, filed 13 Nov 2025.