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Kerr Financial Planning’s Invesco KBW Bank ETF KBWB Stock Holding History

Kerr Financial Planning’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
2025
Q4 		– Sell
-48
Closed -$3.67K – 539
2025
Q3 		$3.67K Buy
+48
New +$3.62K 0.01% 437

Other funds holding KBWB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kerr Financial Planning's KBWB Position: Q4 2025 in Review

Kerr Financial Planning sold out of Invesco KBW Bank ETF (KBWB) in Q4 2025, closing a stake of 48 shares — an estimated $3.67K sold.

Kerr Financial Planning first reported a position in KBWB in Q3 2025 and held it in 1 quarter. The position peaked at $3.67K in Q3 2025. 310 funds tracked by Wall St. Rank hold KBWB as of Q4 2025.

  • Kerr Financial Planning reported no remaining Invesco KBW Bank ETF position as of Q4 2025 after selling out during the quarter.
  • Kerr Financial Planning sold 48 Invesco KBW Bank ETF shares in Q4 2025, an estimated $3.67K.
  • Kerr Financial Planning first reported a position in Invesco KBW Bank ETF in Q3 2025 and held it in 1 quarter.
  • Kerr Financial Planning's Invesco KBW Bank ETF position peaked at $3.67K in Q3 2025.
  • 310 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q4 2025.

Based on Kerr Financial Planning's 13F filing for Q4 2025, filed 10 Feb 2026.