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Independent Financial Group’s Invesco KBW Bank ETF KBWB Stock Holding History

Independent Financial Group’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 		$662K Sell
7,125
-725
-9% -$63.4K 0.01% 860
2026
Q1 		$621K Sell
7,850
-838
-10% -$70K 0.01% 817
2025
Q4 		$732K Buy
8,688
+813
+10% +$64.3K 0.02% 739
2025
Q3 		$616K Buy
7,875
+644
+9% +$48.5K 0.01% 759
2025
Q2 		$518K Hold
7,231
– – 0.01% 768
2025
Q1 		$454K Buy
7,231
+91
+1% +$6.12K 0.02% 742
2024
Q4 		$467K Buy
7,140
+506
+8% +$33.1K 0.02% 718
2024
Q3 		$389K Buy
6,634
+762
+13% +$43.4K 0.01% 761
2024
Q2 		$314K Sell
5,872
-475
-7% -$25.1K 0.01% 809
2024
Q1 		$341K Buy
6,347
+72
+1% +$3.58K 0.02% 731
2023
Q4 		$309K Sell
6,275
-316
-5% -$13.4K 0.02% 712
2023
Q3 		$264K Hold
6,591
– – 0.02% 710
2023
Q2 		$271K Buy
6,591
+125
+2% +$5.09K 0.02% 682
2023
Q1 		$271K Hold
6,466
– – 0.02% 645
2022
Q4 		$334K Hold
6,466
– – 0.03% 532
2022
Q3 		$318K Hold
6,466
– – 0.03% 522
2022
Q2 		$335K Hold
6,466
– – 0.04% 471
2022
Q1 		$412K Hold
6,466
– – 0.03% 490
2021
Q4 		$439K Buy
+6,466
New +$452K 0.04% 457

Other funds holding KBWB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
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
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
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
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Independent Financial Group's KBWB Position: Q2 2026 in Review

Independent Financial Group reduced its Invesco KBW Bank ETF (KBWB) stake by 9.2% in Q2 2026, selling an estimated $63.4K and leaving 7,125 shares worth $662K. The position accounts for 0.01% of the portfolio, ranked #860.

Independent Financial Group first reported a position in KBWB in Q4 2021 and has held it in 19 quarters since. The position peaked at $732K in Q4 2025. 338 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • Independent Financial Group held 7,125 shares of Invesco KBW Bank ETF worth $662K as of Q2 2026.
  • Independent Financial Group sold 725 Invesco KBW Bank ETF shares in Q2 2026, an estimated $63.4K.
  • Invesco KBW Bank ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #860 holding.
  • Independent Financial Group first reported a position in Invesco KBW Bank ETF in Q4 2021 and has held it in 19 quarters since.
  • Independent Financial Group's Invesco KBW Bank ETF position peaked at $732K in Q4 2025.
  • 338 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.