John Overdeck’s Invesco KBW Bank ETF KBWB Stock Holding History

John Overdeck’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	$127M	Buy	1,368,448 +287,900	+27%	+$25.2M	0.09%	245
2026 Q1	$85.5M	Buy	+1,080,548	New	+$90.3M	0.07%	318
2025 Q4	–	Sell	-1,213,448	Closed	-$94.9M	–	4247
2025 Q3	$94.9M	Buy	1,213,448 +1,168,848	+2,621%	+$88.1M	0.14%	198
2025 Q2	$3.19M	Buy	+44,600	New	+$2.83M	0.01%	1526
2024 Q3	–	Sell	-135,763	Closed	-$7.26M	–	3235
2024 Q2	$7.26M	Buy	+135,763	New	+$7.17M	0.02%	834
2023 Q1	–	Sell	-27,948	Closed	-$1.44M	–	3086
2022 Q4	$1.44M	Buy	+27,948	New	+$1.47M	﹤0.01%	1505
2021 Q3	–	Sell	-54,348	Closed	-$3.5M	–	4477
2021 Q2	$3.5M	Buy	+54,348	New	+$3.57M	0.01%	1436
2019 Q3	–	Sell	-93,800	Closed	-$4.73M	–	3638
2019 Q2	$4.73M	Buy	93,800 +73,600	+364%	+$3.7M	0.02%	923
2019 Q1	$974K	Buy	+20,200	New	+$1M	﹤0.01%	1847
2018 Q4	–	Sell	-6,400	Closed	-$346K	–	3269
2018 Q3	$346K	Buy	+6,400	New	+$359K	﹤0.01%	2681

Other funds holding KBWB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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 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

John Overdeck's KBWB Position: Q2 2026 in Review

John Overdeck increased its Invesco KBW Bank ETF (KBWB) stake by 27% in Q2 2026, buying an estimated $25.2M and bringing the position to 1,368,448 shares worth $127M. The position accounts for 0.09% of the portfolio, ranked #245.

John Overdeck first reported a position in KBWB in Q3 2018 and has held it in 10 quarters since. 337 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

John Overdeck held 1,368,448 shares of Invesco KBW Bank ETF worth $127M as of Q2 2026.
John Overdeck bought 287,900 Invesco KBW Bank ETF shares in Q2 2026, an estimated $25.2M.
Invesco KBW Bank ETF made up 0.09% of John Overdeck's portfolio in Q2 2026, its #245 holding.
John Overdeck first reported a position in Invesco KBW Bank ETF in Q3 2018 and has held it in 10 quarters since.
337 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.