MFG
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Magnus Financial Group’s Invesco KBW Bank ETF KBWB Stock Holding History

Magnus Financial 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 		$2.23M Buy
24,023
+1,307
+6% +$114K 0.16% 100
2026
Q1 		$1.8M Buy
22,716
+653
+3% +$54.6K 0.15% 107
2025
Q4 		$1.86M Buy
22,063
+568
+3% +$44.9K 0.14% 119
2025
Q3 		$1.68M Buy
21,495
+1,067
+5% +$80.4K 0.13% 123
2025
Q2 		$1.46M Buy
20,428
+2,650
+15% +$168K 0.13% 126
2025
Q1 		$1.12M Buy
17,778
+2,737
+18% +$184K 0.11% 146
2024
Q4 		$983K Buy
15,041
+2,749
+22% +$180K 0.09% 152
2024
Q3 		$720K Buy
12,292
+7,013
+133% +$399K 0.07% 173
2024
Q2 		$282K Buy
+5,279
New +$279K 0.03% 261
2021
Q2 		– Sell
-6,835
Closed -$423K – 252
2021
Q1 		$423K Buy
6,835
+1,475
+28% +$84.9K 0.1% 133
2020
Q4 		$270K Buy
+5,360
New +$239K 0.03% 231

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

Magnus Financial Group's KBWB Position: Q2 2026 in Review

Magnus Financial Group increased its Invesco KBW Bank ETF (KBWB) stake by 5.8% in Q2 2026, buying an estimated $114K and bringing the position to 24,023 shares worth $2.23M. The position accounts for 0.16% of the portfolio, ranked #100.

Magnus Financial Group first reported a position in KBWB in Q4 2020 and has held it in 11 quarters since. 338 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • Magnus Financial Group held 24,023 shares of Invesco KBW Bank ETF worth $2.23M as of Q2 2026.
  • Magnus Financial Group bought 1,307 Invesco KBW Bank ETF shares in Q2 2026, an estimated $114K.
  • Invesco KBW Bank ETF made up 0.16% of Magnus Financial Group's portfolio in Q2 2026, its #100 holding.
  • Magnus Financial Group first reported a position in Invesco KBW Bank ETF in Q4 2020 and has held it in 11 quarters since.
  • 338 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.