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

Jefferies 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 Q1	$363K	Sell	4,588 -4,600	-50%	-$385K	﹤0.01%	1333
2025 Q4	$774K	Buy	9,188 +663	+8%	+$52.4K	﹤0.01%	1186
2025 Q3	$667K	Buy	8,525 +675	+9%	+$50.9K	﹤0.01%	996
2025 Q2	$562K	Sell	7,850 -19,680	-71%	-$1.25M	﹤0.01%	875
2025 Q1	$1.73M	Sell	27,530 -1,850	-6%	-$124K	0.02%	620
2024 Q4	$1.92M	Buy	29,380 +22,480	+326%	+$1.47M	0.01%	677
2024 Q3	$404K	Buy	6,900 +405	+6%	+$23.1K	﹤0.01%	1034
2024 Q2	$347K	Buy	+6,495	New	+$343K	﹤0.01%	1071

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

Jefferies Financial Group's KBWB Position: Q1 2026 in Review

Jefferies Financial Group reduced its Invesco KBW Bank ETF (KBWB) stake by 50% in Q1 2026, selling an estimated $385K and leaving 4,588 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #1333.

Jefferies Financial Group first reported a position in KBWB in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.92M in Q4 2024. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

Jefferies Financial Group held 4,588 shares of Invesco KBW Bank ETF worth $363K as of Q1 2026.
Jefferies Financial Group sold 4,600 Invesco KBW Bank ETF shares in Q1 2026, an estimated $385K.
Invesco KBW Bank ETF made up ﹤0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #1333 holding.
Jefferies Financial Group first reported a position in Invesco KBW Bank ETF in Q2 2024 and has held it in 8 quarters since.
Jefferies Financial Group's Invesco KBW Bank ETF position peaked at $1.92M in Q4 2024.
300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.