Mather Group’s Invesco KBW Bank ETF KBWB Stock Holding History

Mather 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
2025 Q2	–	Sell	-24	Closed	-$1.51K	–	1201
2025 Q1	$1.51K	Buy	+24	New	+$1.61K	﹤0.01%	1601

Other funds holding KBWB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mather Group's KBWB Position: Q2 2025 in Review

Mather Group sold out of Invesco KBW Bank ETF (KBWB) in Q2 2025, closing a stake of 24 shares — an estimated $1.51K sold.

Mather Group first reported a position in KBWB in Q1 2025 and held it in 1 quarter. The position peaked at $1.51K in Q1 2025. 231 funds tracked by Wall St. Rank hold KBWB as of Q2 2025.

Mather Group reported no remaining Invesco KBW Bank ETF position as of Q2 2025 after selling out during the quarter.
Mather Group sold 24 Invesco KBW Bank ETF shares in Q2 2025, an estimated $1.51K.
Mather Group first reported a position in Invesco KBW Bank ETF in Q1 2025 and held it in 1 quarter.
Mather Group's Invesco KBW Bank ETF position peaked at $1.51K in Q1 2025.
231 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2025.

Based on Mather Group's 13F filing for Q2 2025, filed 15 Jul 2025.