Leuthold Group’s Invesco KBW Bank ETF KBWB Stock Holding History

Leuthold Group’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	$576K	Sell	7,281 -1,273	-15%	-$106K	0.06%	166
2025 Q4	$721K	Sell	8,554 -323	-4%	-$25.5K	0.08%	145
2025 Q3	$694K	Sell	8,877 -333	-4%	-$25.1K	0.08%	143
2025 Q2	$660K	Buy	9,210 +247	+3%	+$15.7K	0.08%	145
2025 Q1	$563K	Sell	8,963 -2,217	-20%	-$149K	0.07%	155
2024 Q4	$731K	Buy	+11,180	New	+$731K	0.09%	147
2022 Q1	–	Sell	-3,077	Closed	-$209K	–	213
2021 Q4	$209K	Buy	+3,077	New	+$215K	0.02%	198

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Leuthold Group's KBWB Position: Q1 2026 in Review

Leuthold Group reduced its Invesco KBW Bank ETF (KBWB) stake by 15% in Q1 2026, selling an estimated $106K and leaving 7,281 shares worth $576K. The position accounts for 0.06% of the portfolio, ranked #166.

Leuthold Group first reported a position in KBWB in Q4 2021 and has held it in 7 quarters since. The position peaked at $731K in Q4 2024. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

Leuthold Group held 7,281 shares of Invesco KBW Bank ETF worth $576K as of Q1 2026.
Leuthold Group sold 1,273 Invesco KBW Bank ETF shares in Q1 2026, an estimated $106K.
Invesco KBW Bank ETF made up 0.06% of Leuthold Group's portfolio in Q1 2026, its #166 holding.
Leuthold Group first reported a position in Invesco KBW Bank ETF in Q4 2021 and has held it in 7 quarters since.
Leuthold Group's Invesco KBW Bank ETF position peaked at $731K in Q4 2024.
300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on Leuthold Group's 13F filing for Q1 2026, filed 6 May 2026.