Jim Simons’s Invesco KBW Bank ETF KBWB Stock Holding History

Jim Simons’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	–	Sell	-47,800	Closed	-$4.03M	–	3488
2025 Q4	$4.03M	Sell	47,800 -19,500	-29%	-$1.54M	0.01%	1426
2025 Q3	$5.26M	Buy	67,300 +12,700	+23%	+$957K	0.01%	1462
2025 Q2	$3.91M	Buy	+54,600	New	+$3.46M	0.01%	1675
2025 Q1	–	Sell	-42,900	Closed	-$2.8M	–	3668
2024 Q4	$2.8M	Buy	42,900 +37,400	+680%	+$2.45M	﹤0.01%	1830
2024 Q3	$322K	Sell	5,500 -16,800	-75%	-$956K	﹤0.01%	2956
2024 Q2	$1.19M	Buy	+22,300	New	+$1.18M	﹤0.01%	2221
2023 Q1	–	Sell	-10,900	Closed	-$563K	–	4214
2022 Q4	$563K	Buy	+10,900	New	+$572K	﹤0.01%	2892
2022 Q3	–	Sell	-5,300	Closed	-$274K	–	4243
2022 Q2	$274K	Buy	+5,300	New	+$304K	﹤0.01%	3507
2021 Q4	–	Sell	-15,000	Closed	-$1.01M	–	4077
2021 Q3	$1.01M	Buy	+15,000	New	+$972K	﹤0.01%	2545
2021 Q2	–	Sell	-11,100	Closed	-$687K	–	3634
2021 Q1	$687K	Buy	+11,100	New	+$639K	﹤0.01%	2784
2019 Q3	–	Sell	-13,100	Closed	-$661K	–	3570
2019 Q2	$661K	Buy	+13,100	New	+$658K	﹤0.01%	2879

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 $336B AUM 34.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MIFH

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WBG

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Jim Simons's KBWB Position: Q1 2026 in Review

Jim Simons sold out of Invesco KBW Bank ETF (KBWB) in Q1 2026, closing a stake of 47,800 shares — an estimated $4.03M sold.

Jim Simons first reported a position in KBWB in Q2 2019 and held it in 11 quarters. The position peaked at $5.26M in Q3 2025. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

Jim Simons reported no remaining Invesco KBW Bank ETF position as of Q1 2026 after selling out during the quarter.
Jim Simons sold 47,800 Invesco KBW Bank ETF shares in Q1 2026, an estimated $4.03M.
Jim Simons first reported a position in Invesco KBW Bank ETF in Q2 2019 and held it in 11 quarters.
Jim Simons's Invesco KBW Bank ETF position peaked at $5.26M in Q3 2025.
300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.