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 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

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

Lowe Brockenbrough & Co's KBWB Position: Q1 2026 in Review

Lowe Brockenbrough & Co increased its Invesco KBW Bank ETF (KBWB) stake by 0.62% in Q1 2026, buying an estimated $56.7K and bringing the position to 109,735 shares worth $8.68M. The position accounts for 0.43% of the portfolio, ranked #60.

Lowe Brockenbrough & Co first reported a position in KBWB in Q1 2023 and has held it in 13 quarters since. The position peaked at $9.19M in Q4 2025. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

Lowe Brockenbrough & Co held 109,735 shares of Invesco KBW Bank ETF worth $8.68M as of Q1 2026.
Lowe Brockenbrough & Co bought 678 Invesco KBW Bank ETF shares in Q1 2026, an estimated $56.7K.
Invesco KBW Bank ETF made up 0.43% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #60 holding.
Lowe Brockenbrough & Co first reported a position in Invesco KBW Bank ETF in Q1 2023 and has held it in 13 quarters since.
Lowe Brockenbrough & Co's Invesco KBW Bank ETF position peaked at $9.19M in Q4 2025.
300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.