Marks Wealth
KBWB icon

Marks Wealth’s Invesco KBW Bank ETF KBWB Stock Holding History

Marks Wealth’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
Q3 		– Sell
-336,481
Closed -$31.3M – 17
2026
Q2 		$31.3M Buy
+336,481
New +$29.4M 6.77% 7
2025
Q4 		– Sell
-217,459
Closed -$17M – 26
2025
Q3 		$17M Buy
+217,459
New +$16.4M 5.25% 9

Other funds holding KBWB

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return
Clal Insurance
Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Marks Wealth's KBWB Position: Q3 2026 in Review

Marks Wealth sold out of Invesco KBW Bank ETF (KBWB) in Q3 2026, closing a stake of 336,481 shares — an estimated $31.3M sold.

Marks Wealth first reported a position in KBWB in Q3 2025 and held it in 2 quarters. The position peaked at $31.3M in Q2 2026. 269 funds tracked by Wall St. Rank hold KBWB as of Q3 2026.

  • Marks Wealth reported no remaining Invesco KBW Bank ETF position as of Q3 2026 after selling out during the quarter.
  • Marks Wealth sold 336,481 Invesco KBW Bank ETF shares in Q3 2026, an estimated $31.3M.
  • Marks Wealth first reported a position in Invesco KBW Bank ETF in Q3 2025 and held it in 2 quarters.
  • Marks Wealth's Invesco KBW Bank ETF position peaked at $31.3M in Q2 2026.
  • 269 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q3 2026.

Based on Marks Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.