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Lowe Brockenbrough & Co’s Invesco KBW Bank ETF KBWB Stock Holding History

Lowe Brockenbrough & Co’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 		$10.1M Sell
108,102
-1,633
-1% -$143K 0.45% 58
2026
Q1 		$8.68M Buy
109,735
+678
+0.6% +$56.7K 0.43% 60
2025
Q4 		$9.19M Sell
109,057
-1,016
-0.9% -$80.4K 0.45% 60
2025
Q3 		$8.61M Buy
110,073
+1,660
+2% +$125K 0.44% 61
2025
Q2 		$7.76M Sell
108,413
-1,897
-2% -$120K 0.44% 62
2025
Q1 		$6.92M Buy
110,310
+465
+0.4% +$31.3K 0.46% 62
2024
Q4 		$7.18M Buy
109,845
+2,144
+2% +$140K 0.46% 59
2024
Q3 		$6.31M Sell
107,701
-30,991
-22% -$1.76M 0.4% 65
2024
Q2 		$7.42M Buy
138,692
+831
+0.6% +$43.9K 0.49% 62
2024
Q1 		$7.4M Buy
137,861
+35,428
+35% +$1.76M 0.5% 62
2023
Q4 		$5.04M Sell
102,433
-41,033
-29% -$1.74M 0.39% 73
2023
Q3 		$5.75M Buy
143,466
+3,025
+2% +$129K 0.45% 65
2023
Q2 		$5.77M Buy
140,441
+4,015
+3% +$163K 0.43% 67
2023
Q1 		$5.73M Buy
+136,426
New +$7.13M 0.46% 64

Other funds holding KBWB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
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
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
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
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Lowe Brockenbrough & Co's KBWB Position: Q2 2026 in Review

Lowe Brockenbrough & Co reduced its Invesco KBW Bank ETF (KBWB) stake by 1.5% in Q2 2026, selling an estimated $143K and leaving 108,102 shares worth $10.1M. The position accounts for 0.45% of the portfolio, ranked #58.

Lowe Brockenbrough & Co first reported a position in KBWB in Q1 2023 and has held it in 14 quarters since. 338 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • Lowe Brockenbrough & Co held 108,102 shares of Invesco KBW Bank ETF worth $10.1M as of Q2 2026.
  • Lowe Brockenbrough & Co sold 1,633 Invesco KBW Bank ETF shares in Q2 2026, an estimated $143K.
  • Invesco KBW Bank ETF made up 0.45% of Lowe Brockenbrough & Co's portfolio in Q2 2026, its #58 holding.
  • Lowe Brockenbrough & Co first reported a position in Invesco KBW Bank ETF in Q1 2023 and has held it in 14 quarters since.
  • 338 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q2 2026, filed 3 Aug 2026.