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

Horizon 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	$32.1M	Buy	405,129 +7,913	+2%	+$661K	0.36%	48
2025 Q4	$33.5M	Sell	397,216 -37,318	-9%	-$2.95M	0.42%	37
2025 Q3	$34M	Sell	434,534 -22,917	-5%	-$1.73M	0.45%	35
2025 Q2	$32.8M	Buy	457,451 +75,763	+20%	+$4.8M	0.52%	27
2025 Q1	$24M	Sell	381,688 -10,029	-3%	-$674K	0.71%	20
2024 Q4	$25.6M	Buy	+391,717	New	+$25.6M	0.73%	21

Other funds holding KBWB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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 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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Horizon Investments's KBWB Position: Q1 2026 in Review

Horizon Investments increased its Invesco KBW Bank ETF (KBWB) stake by 2% in Q1 2026, buying an estimated $661K and bringing the position to 405,129 shares worth $32.1M. The position accounts for 0.36% of the portfolio, ranked #48.

Horizon Investments first reported a position in KBWB in Q4 2024 and has held it in 6 quarters since. The position peaked at $34M in Q3 2025. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

Horizon Investments held 405,129 shares of Invesco KBW Bank ETF worth $32.1M as of Q1 2026.
Horizon Investments bought 7,913 Invesco KBW Bank ETF shares in Q1 2026, an estimated $661K.
Invesco KBW Bank ETF made up 0.36% of Horizon Investments's portfolio in Q1 2026, its #48 holding.
Horizon Investments first reported a position in Invesco KBW Bank ETF in Q4 2024 and has held it in 6 quarters since.
Horizon Investments's Invesco KBW Bank ETF position peaked at $34M in Q3 2025.
300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

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