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Keel Point’s Invesco KBW Bank ETF KBWB Stock Holding History

Keel Point’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 		$1.27M Sell
16,109
-12,315
-43% -$1.03M 0.08% 140
2025
Q4 		$2.4M Buy
28,424
+2,625
+10% +$208K 0.14% 102
2025
Q3 		$2.02M Buy
+25,799
New +$1.94M 0.12% 113

Other funds holding KBWB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
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
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
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Keel Point's KBWB Position: Q1 2026 in Review

Keel Point reduced its Invesco KBW Bank ETF (KBWB) stake by 43% in Q1 2026, selling an estimated $1.03M and leaving 16,109 shares worth $1.27M. The position accounts for 0.08% of the portfolio, ranked #140.

Keel Point first reported a position in KBWB in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.4M in Q4 2025. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

  • Keel Point held 16,109 shares of Invesco KBW Bank ETF worth $1.27M as of Q1 2026.
  • Keel Point sold 12,315 Invesco KBW Bank ETF shares in Q1 2026, an estimated $1.03M.
  • Invesco KBW Bank ETF made up 0.08% of Keel Point's portfolio in Q1 2026, its #140 holding.
  • Keel Point first reported a position in Invesco KBW Bank ETF in Q3 2025 and has held it in 3 quarters since.
  • Keel Point's Invesco KBW Bank ETF position peaked at $2.4M in Q4 2025.
  • 300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.