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Laurel Wealth Advisors (North Carolina)’s Invesco KBW Bank ETF KBWB Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		– Sell
-75
Closed -$6.32K – 433
2025
Q4 		$6.32K Buy
+75
New +$5.93K ﹤0.01% 517
2025
Q2 		– Sell
-100
Closed -$6.28K – 450
2025
Q1 		$6.28K Hold
100
– – ﹤0.01% 516
2024
Q4 		$6.54K Hold
100
– – ﹤0.01% 525
2024
Q3 		$5.86K Hold
100
– – ﹤0.01% 499
2024
Q2 		$5.35K Hold
100
– – ﹤0.01% 479
2024
Q1 		$5.37K Hold
100
– – ﹤0.01% 483
2023
Q4 		$4.92K Hold
100
– – ﹤0.01% 456
2023
Q3 		$4.01K Hold
100
– – ﹤0.01% 469
2023
Q2 		$4.11K Hold
100
– – ﹤0.01% 470
2023
Q1 		$4.2K Hold
100
– – ﹤0.01% 468
2022
Q4 		$5.16K Hold
100
– – ﹤0.01% 427
2022
Q3 		$5K Hold
100
– – ﹤0.01% 427
2022
Q2 		$5K Hold
100
– – ﹤0.01% 444
2022
Q1 		$6K Hold
100
– – ﹤0.01% 456
2021
Q4 		$7K Hold
100
– – ﹤0.01% 448
2021
Q3 		$7K Sell
100
-650
-87% -$42.1K ﹤0.01% 437
2021
Q2 		$48K Hold
750
– – 0.01% 281
2021
Q1 		$46K Hold
750
– – 0.01% 275
2020
Q4 		$38K Sell
750
-200
-21% -$8.93K 0.01% 280
2020
Q3 		$36K Hold
950
– – 0.01% 269
2020
Q2 		$36K Buy
950
+650
+217% +$24.3K 0.01% 262
2020
Q1 		$10K Buy
300
+140
+88% +$6.86K ﹤0.01% 362
2019
Q4 		$9K Hold
160
– – ﹤0.01% 404
2019
Q3 		$8K Hold
160
– – ﹤0.01% 400
2019
Q2 		$8K Hold
160
– – ﹤0.01% 395
2019
Q1 		$8K Hold
160
– – ﹤0.01% 388
2018
Q4 		$7K Buy
+160
New +$8.01K ﹤0.01% 388

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

Laurel Wealth Advisors (North Carolina)'s KBWB Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Invesco KBW Bank ETF (KBWB) in Q1 2026, closing a stake of 75 shares — an estimated $6.32K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in KBWB in Q4 2018 and held it in 27 quarters. The position peaked at $48K in Q2 2021. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Invesco KBW Bank ETF position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 75 Invesco KBW Bank ETF shares in Q1 2026, an estimated $6.32K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Invesco KBW Bank ETF in Q4 2018 and held it in 27 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Invesco KBW Bank ETF position peaked at $48K in Q2 2021.
  • 300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.