MCF Advisors’s Invesco KBW Bank ETF KBWB Stock Holding History

MCF Advisors’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	$30.2K	Buy	382 +3	+0.8%	+$251	﹤0.01%	715
2025 Q4	$32K	Buy	379 +2	+0.5%	+$158	﹤0.01%	596
2025 Q3	$29.5K	Buy	377 +2	+0.5%	+$151	﹤0.01%	504
2025 Q2	$26.9K	Buy	375 +2	+0.5%	+$127	﹤0.01%	500
2025 Q1	$23.4K	Buy	373 +2	+0.5%	+$135	﹤0.01%	518
2024 Q4	$24.2K	Buy	371 +2	+0.5%	+$131	﹤0.01%	524
2024 Q3	$21.6K	Buy	369 +3	+0.8%	+$171	﹤0.01%	532
2024 Q2	$19.6K	Buy	366 +3	+0.8%	+$158	﹤0.01%	542
2024 Q1	$19.5K	Buy	363 +3	+0.8%	+$149	﹤0.01%	533
2023 Q4	$17.7K	Buy	360 +3	+0.8%	+$127	﹤0.01%	523
2023 Q3	$14.3K	Sell	357 -19	-5%	-$810	﹤0.01%	533
2023 Q2	$15.4K	Buy	376 +4	+1%	+$163	﹤0.01%	507
2023 Q1	$15.6K	Buy	372 +3	+0.8%	+$157	﹤0.01%	509
2022 Q4	$19K	Buy	369 +3	+0.8%	+$157	﹤0.01%	457
2022 Q3	$18K	Buy	366 +6	+2%	+$327	﹤0.01%	473
2022 Q2	$19K	Buy	+360	New	+$20.6K	﹤0.01%	449

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

MCF Advisors's KBWB Position: Q1 2026 in Review

MCF Advisors increased its Invesco KBW Bank ETF (KBWB) stake by 0.79% in Q1 2026, buying an estimated $251 and bringing the position to 382 shares worth $30.2K. The position accounts for ﹤0.01% of the portfolio, ranked #715.

MCF Advisors first reported a position in KBWB in Q2 2022 and has held it in 16 quarters since. The position peaked at $32K in Q4 2025. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

MCF Advisors held 382 shares of Invesco KBW Bank ETF worth $30.2K as of Q1 2026.
MCF Advisors bought 3 Invesco KBW Bank ETF shares in Q1 2026, an estimated $251.
Invesco KBW Bank ETF made up ﹤0.01% of MCF Advisors's portfolio in Q1 2026, its #715 holding.
MCF Advisors first reported a position in Invesco KBW Bank ETF in Q2 2022 and has held it in 16 quarters since.
MCF Advisors's Invesco KBW Bank ETF position peaked at $32K in Q4 2025.
300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on MCF Advisors's 13F filing for Q1 2026, filed 11 May 2026.