LM Advisors’s Invesco KBW Bank ETF KBWB Stock Holding History

LM Advisors’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	$372K	Buy	4,000 +3,694	+1,207%	+$323K	0.04%	178
2026 Q1	$4K	Sell	306 -31	-9%	-$2.59K	0.06%	139
2025 Q4	$4K	Sell	337 -3,663	-92%	-$290K	0.07%	137
2025 Q3	$313K	Hold	4,000	–	–	0.05%	170
2025 Q2	$286K	Hold	4,000	–	–	0.04%	161
2025 Q1	$251K	Hold	4,000	–	–	0.05%	198
2024 Q4	$261K	Buy	+4,000	New	+$262K	0.05%	169

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

LM Advisors's KBWB Position: Q2 2026 in Review

LM Advisors increased its Invesco KBW Bank ETF (KBWB) stake by 1,207% in Q2 2026, buying an estimated $323K and bringing the position to 4,000 shares worth $372K. The position accounts for 0.04% of the portfolio, ranked #178.

LM Advisors first reported a position in KBWB in Q4 2024 and has held it in 7 quarters since. 338 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

LM Advisors held 4,000 shares of Invesco KBW Bank ETF worth $372K as of Q2 2026.
LM Advisors bought 3,694 Invesco KBW Bank ETF shares in Q2 2026, an estimated $323K.
Invesco KBW Bank ETF made up 0.04% of LM Advisors's portfolio in Q2 2026, its #178 holding.
LM Advisors first reported a position in Invesco KBW Bank ETF in Q4 2024 and has held it in 7 quarters since.
338 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.