Keystone Global Partners’s Invesco KBW Bank ETF KBWB Stock Holding History

Keystone Global Partners’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	-3,930	Closed	-$307K	–	55
2025 Q3	$307K	Buy	+3,930	New	+$296K	0.16%	47

Other funds holding KBWB

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

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

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

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Keystone Global Partners's KBWB Position: Q4 2025 in Review

Keystone Global Partners sold out of Invesco KBW Bank ETF (KBWB) in Q4 2025, closing a stake of 3,930 shares — an estimated $307K sold.

Keystone Global Partners first reported a position in KBWB in Q3 2025 and held it in 1 quarter. The position peaked at $307K in Q3 2025. 310 funds tracked by Wall St. Rank hold KBWB as of Q4 2025.

Keystone Global Partners reported no remaining Invesco KBW Bank ETF position as of Q4 2025 after selling out during the quarter.
Keystone Global Partners sold 3,930 Invesco KBW Bank ETF shares in Q4 2025, an estimated $307K.
Keystone Global Partners first reported a position in Invesco KBW Bank ETF in Q3 2025 and held it in 1 quarter.
Keystone Global Partners's Invesco KBW Bank ETF position peaked at $307K in Q3 2025.
310 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q4 2025.

Based on Keystone Global Partners's 13F filing for Q4 2025, filed 14 Jan 2026.