IEQ Capital’s Invesco KBW Bank ETF KBWB Stock Holding History

IEQ Capital’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	$262K	Sell	2,818 -182	-6%	-$15.9K	﹤0.01%	1708
2026 Q1	$237K	Sell	3,000 -2,961	-50%	-$248K	﹤0.01%	1622
2025 Q4	$502K	Buy	5,961 +1,007	+20%	+$79.6K	﹤0.01%	1322
2025 Q3	$387K	Hold	4,954	–	–	﹤0.01%	1411
2025 Q2	$355K	Buy	4,954 +1,760	+55%	+$112K	﹤0.01%	1319
2025 Q1	$201K	Buy	+3,194	New	+$215K	﹤0.01%	1384

Other funds holding KBWB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

IEQ Capital's KBWB Position: Q2 2026 in Review

IEQ Capital reduced its Invesco KBW Bank ETF (KBWB) stake by 6.1% in Q2 2026, selling an estimated $15.9K and leaving 2,818 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #1708.

IEQ Capital first reported a position in KBWB in Q1 2025 and has held it in 6 quarters since. The position peaked at $502K in Q4 2025. 338 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

IEQ Capital held 2,818 shares of Invesco KBW Bank ETF worth $262K as of Q2 2026.
IEQ Capital sold 182 Invesco KBW Bank ETF shares in Q2 2026, an estimated $15.9K.
Invesco KBW Bank ETF made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1708 holding.
IEQ Capital first reported a position in Invesco KBW Bank ETF in Q1 2025 and has held it in 6 quarters since.
IEQ Capital's Invesco KBW Bank ETF position peaked at $502K in Q4 2025.
338 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.