HPC
KBWB icon

HM Payson & Co’s Invesco KBW Bank ETF KBWB Stock Holding History

HM Payson & Co’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 		$82.8K Hold
890
– – ﹤0.01% 607
2026
Q1 		$70.4K Hold
890
– – ﹤0.01% 624
2025
Q4 		$75K Hold
890
– – ﹤0.01% 620
2025
Q3 		$69.6K Hold
890
– – ﹤0.01% 630
2025
Q2 		$63.7K Sell
890
-266
-23% -$16.9K ﹤0.01% 608
2025
Q1 		$72.6K Hold
1,156
– – ﹤0.01% 582
2024
Q4 		$75.5K Hold
1,156
– – ﹤0.01% 575
2024
Q3 		$67.8K Buy
+1,156
New +$65.8K ﹤0.01% 580
2024
Q1 		– Sell
-77
Closed -$3.79K – 983
2023
Q4 		$3.79K Buy
+77
New +$3.26K ﹤0.01% 882

Other funds holding KBWB

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
QFA
Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

HM Payson & Co's KBWB Position: Q2 2026 in Review

HM Payson & Co held its Invesco KBW Bank ETF (KBWB) position steady in Q2 2026 at 890 shares worth $82.8K. The position accounts for ﹤0.01% of the portfolio, ranked #607.

HM Payson & Co first reported a position in KBWB in Q4 2023 and has held it in 9 quarters since. 39 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • HM Payson & Co held 890 shares of Invesco KBW Bank ETF worth $82.8K as of Q2 2026.
  • HM Payson & Co left its Invesco KBW Bank ETF share count unchanged in Q2 2026.
  • Invesco KBW Bank ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #607 holding.
  • HM Payson & Co first reported a position in Invesco KBW Bank ETF in Q4 2023 and has held it in 9 quarters since.
  • 39 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.