JY
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Jeff Yass’s Invesco KBW Bank ETF KBWB Stock Holding History

Jeff Yass’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 		$36.4M Buy
391,900
+126,100
+47% +$11M ﹤0.01% 1827
2026
Q1 		$21M Buy
265,800
+142,700
+116% +$11.9M ﹤0.01% 2163
2025
Q4 		$10.4M Sell
123,100
-104,500
-46% -$8.27M ﹤0.01% 2993
2025
Q3 		$17.8M Buy
227,600
+154,100
+210% +$11.6M ﹤0.01% 2320
2025
Q2 		$5.26M Sell
73,500
-9,100
-11% -$577K ﹤0.01% 3879
2025
Q1 		$5.18M Buy
+82,600
New +$5.56M ﹤0.01% 3584
2024
Q2 		– Sell
-19,200
Closed -$1.03M – 12681
2024
Q1 		$1.03M Sell
19,200
-58,300
-75% -$2.89M ﹤0.01% 6836
2023
Q4 		$3.81M Sell
77,500
-16,800
-18% -$711K ﹤0.01% 4174
2023
Q3 		$3.78M Buy
94,300
+33,800
+56% +$1.44M ﹤0.01% 4004
2023
Q2 		$2.48M Sell
60,500
-81,400
-57% -$3.31M ﹤0.01% 4701
2023
Q1 		$5.96M Buy
141,900
+129,200
+1,017% +$6.76M ﹤0.01% 3186
2022
Q4 		$656K Sell
12,700
-31,100
-71% -$1.63M ﹤0.01% 7175
2022
Q3 		$2.15M Buy
43,800
+34,000
+347% +$1.85M ﹤0.01% 4770
2022
Q2 		$507K Sell
9,800
-6,400
-40% -$367K ﹤0.01% 8216
2022
Q1 		$1.03M Buy
16,200
+12,700
+363% +$881K ﹤0.01% 7028
2021
Q4 		$237K Sell
3,500
-8,200
-70% -$574K ﹤0.01% 11065
2021
Q3 		$785K Sell
11,700
-15,400
-57% -$998K ﹤0.01% 8187
2021
Q2 		$1.75M Sell
27,100
-1,800
-6% -$118K ﹤0.01% 6240
2021
Q1 		$1.79M Sell
28,900
-15,400
-35% -$887K ﹤0.01% 6195
2020
Q4 		$2.23M Buy
44,300
+15,900
+56% +$710K ﹤0.01% 4865
2020
Q3 		$1.06M Sell
28,400
-300
-1% -$11.6K ﹤0.01% 5961
2020
Q2 		$1.1M Buy
+28,700
New +$1.07M ﹤0.01% 5708
2019
Q4 		– Sell
-7,800
Closed -$402K – 10180
2019
Q3 		$402K Buy
+7,800
New +$391K ﹤0.01% 7735
2017
Q3 		– Sell
-8,200
Closed -$405K – 9232
2017
Q2 		$405K Sell
8,200
-1,500
-15% -$70.9K ﹤0.01% 7021
2017
Q1 		$461K Hold
9,700
– – ﹤0.01% 6629
2016
Q4 		$459K Buy
+9,700
New +$411K ﹤0.01% 7176

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

Jeff Yass's KBWB Position: Q2 2026 in Review

Jeff Yass increased its Invesco KBW Bank ETF (KBWB) stake by 246% in Q2 2026, buying an estimated $10.8M and bringing the position to 173,505 shares worth $16.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2701.

Jeff Yass first reported a position in KBWB in Q2 2013 and has held it in 45 quarters since. The position peaked at $16.6M in Q3 2025. 338 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • Jeff Yass held 173,505 shares of Invesco KBW Bank ETF worth $16.1M as of Q2 2026.
  • Jeff Yass bought 123,414 Invesco KBW Bank ETF shares in Q2 2026, an estimated $10.8M.
  • Invesco KBW Bank ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #2701 holding.
  • Jeff Yass first reported a position in Invesco KBW Bank ETF in Q2 2013 and has held it in 45 quarters since.
  • Jeff Yass's Invesco KBW Bank ETF position peaked at $16.6M in Q3 2025.
  • 338 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.