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 Q2	$644K	Sell	6,925 -356	-5%	-$31.1K	0.06%	183
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

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

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

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

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

MIFH

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

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

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Leuthold Group's KBWB Position: Q2 2026 in Review

Leuthold Group reduced its Invesco KBW Bank ETF (KBWB) stake by 4.9% in Q2 2026, selling an estimated $31.1K and leaving 6,925 shares worth $644K. The position accounts for 0.06% of the portfolio, ranked #183.

Leuthold Group first reported a position in KBWB in Q4 2021 and has held it in 8 quarters since. The position peaked at $731K in Q4 2024. 338 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

Leuthold Group held 6,925 shares of Invesco KBW Bank ETF worth $644K as of Q2 2026.
Leuthold Group sold 356 Invesco KBW Bank ETF shares in Q2 2026, an estimated $31.1K.
Invesco KBW Bank ETF made up 0.06% of Leuthold Group's portfolio in Q2 2026, its #183 holding.
Leuthold Group first reported a position in Invesco KBW Bank ETF in Q4 2021 and has held it in 8 quarters since.
Leuthold Group's Invesco KBW Bank ETF position peaked at $731K in Q4 2024.
338 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Leuthold Group's 13F filing for Q2 2026, filed 4 Aug 2026.