IRP
KBWB icon

Investment Research Partners’s Invesco KBW Bank ETF KBWB Stock Holding History

Investment Research Partners’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 		$517K Sell
5,563
-336
-6% -$29.4K 0.18% 137
2026
Q1 		$467K Sell
5,899
-40
-0.7% -$3.34K 0.19% 125
2025
Q4 		$501K Hold
5,939
– – 0.21% 109
2025
Q3 		$453K Buy
+5,939
New +$448K 0.2% 119

Other funds holding KBWB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

Investment Research Partners's KBWB Position: Q2 2026 in Review

Investment Research Partners reduced its Invesco KBW Bank ETF (KBWB) stake by 5.7% in Q2 2026, selling an estimated $29.4K and leaving 5,563 shares worth $517K. The position accounts for 0.18% of the portfolio, ranked #137.

Investment Research Partners first reported a position in KBWB in Q3 2025 and has held it in 4 quarters since. 246 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • Investment Research Partners held 5,563 shares of Invesco KBW Bank ETF worth $517K as of Q2 2026.
  • Investment Research Partners sold 336 Invesco KBW Bank ETF shares in Q2 2026, an estimated $29.4K.
  • Invesco KBW Bank ETF made up 0.18% of Investment Research Partners's portfolio in Q2 2026, its #137 holding.
  • Investment Research Partners first reported a position in Invesco KBW Bank ETF in Q3 2025 and has held it in 4 quarters since.
  • 246 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.