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Lynx Investment Advisory’s Invesco KBW Bank ETF KBWB Stock Holding History

Lynx Investment Advisory’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 		$214K Buy
+2,305
New +$202K 0.07% 217
2024
Q3 		– Sell
-2,260
Closed -$121K – 460
2024
Q2 		$121K Buy
+2,260
New +$119K 0.09% 165

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

Lynx Investment Advisory's KBWB Position: Q2 2026 in Review

Lynx Investment Advisory opened a new position in Invesco KBW Bank ETF (KBWB) in Q2 2026: 2,305 shares worth $214K. The stake represents 0.07% of the portfolio and ranks #217 among its holdings. This is a return to the name: Lynx Investment Advisory previously reported a position in KBWB as recently as Q2 2024.

Lynx Investment Advisory first reported a position in KBWB in Q2 2024 and has held it in 2 quarters since. 339 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • Lynx Investment Advisory held 2,305 shares of Invesco KBW Bank ETF worth $214K as of Q2 2026.
  • Invesco KBW Bank ETF was a new Lynx Investment Advisory position in Q2 2026.
  • Invesco KBW Bank ETF made up 0.07% of Lynx Investment Advisory's portfolio in Q2 2026, its #217 holding.
  • Lynx Investment Advisory first reported a position in Invesco KBW Bank ETF in Q2 2024 and has held it in 2 quarters since.
  • 339 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Lynx Investment Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.