Ken Fisher’s Invesco KBW Bank ETF KBWB Stock Holding History

Ken Fisher’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	$306M	Buy	3,864,794 +296,580	+8%	+$24.8M	0.1%	116
2025 Q4	$301M	Buy	3,568,214 +303,052	+9%	+$24M	0.1%	118
2025 Q3	$255M	Buy	3,265,162 +273,692	+9%	+$20.6M	0.09%	123
2025 Q2	$214M	Buy	2,991,470 +379,830	+15%	+$24.1M	0.09%	127
2025 Q1	$164M	Sell	2,611,640 -180,859	-6%	-$12.2M	0.07%	133
2024 Q4	$182M	Buy	2,792,499 +262,848	+10%	+$17.2M	0.07%	131
2024 Q3	$148M	Buy	2,529,651 +262,800	+12%	+$15M	0.06%	145
2024 Q2	$121M	Buy	2,266,851 +319,240	+16%	+$16.8M	0.05%	153
2024 Q1	$105M	Buy	1,947,611 +354,436	+22%	+$17.6M	0.05%	166
2023 Q4	$78.4M	Buy	1,593,175 +392,919	+33%	+$16.6M	0.04%	181
2023 Q3	$48.1M	Buy	1,200,256 +1,085,719	+948%	+$46.3M	0.03%	248
2023 Q2	$4.7M	Buy	114,537 +36,985	+48%	+$1.51M	﹤0.01%	553
2023 Q1	$3.25M	Buy	77,552 +6,615	+9%	+$346K	﹤0.01%	596
2022 Q4	$3.66M	Buy	70,937 +63,003	+794%	+$3.31M	﹤0.01%	566
2022 Q3	$390K	Buy	+7,934	New	+$433K	﹤0.01%	782

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ken Fisher's KBWB Position: Q1 2026 in Review

Ken Fisher increased its Invesco KBW Bank ETF (KBWB) stake by 8.3% in Q1 2026, buying an estimated $24.8M and bringing the position to 3,864,794 shares worth $306M. The position accounts for 0.1% of the portfolio, ranked #116.

Ken Fisher first reported a position in KBWB in Q3 2022 and has held it in 15 quarters since. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

Ken Fisher held 3,864,794 shares of Invesco KBW Bank ETF worth $306M as of Q1 2026.
Ken Fisher bought 296,580 Invesco KBW Bank ETF shares in Q1 2026, an estimated $24.8M.
Invesco KBW Bank ETF made up 0.1% of Ken Fisher's portfolio in Q1 2026, its #116 holding.
Ken Fisher first reported a position in Invesco KBW Bank ETF in Q3 2022 and has held it in 15 quarters since.
300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.