MCF Advisors
KBWB icon

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
Q3 		– Sell
-384
Closed -$35.7K – 893
2026
Q2 		$35.7K Buy
384
+2
+0.5% +$175 ﹤0.01% 754
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

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
Ledyard National Bank
Ledyard National Bank $1.27B AUM 18.28% 1-Year Est. Return
RFG Holdings
RFG Holdings Argyle, Texas $481M AUM 18.99% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

MCF Advisors's KBWB Position: Q3 2026 in Review

MCF Advisors sold out of Invesco KBW Bank ETF (KBWB) in Q3 2026, closing a stake of 384 shares — an estimated $35.7K sold.

MCF Advisors first reported a position in KBWB in Q2 2022 and held it in 17 quarters. The position peaked at $35.7K in Q2 2026. 141 funds tracked by Wall St. Rank hold KBWB as of Q3 2026.

  • MCF Advisors reported no remaining Invesco KBW Bank ETF position as of Q3 2026 after selling out during the quarter.
  • MCF Advisors sold 384 Invesco KBW Bank ETF shares in Q3 2026, an estimated $35.7K.
  • MCF Advisors first reported a position in Invesco KBW Bank ETF in Q2 2022 and held it in 17 quarters.
  • MCF Advisors's Invesco KBW Bank ETF position peaked at $35.7K in Q2 2026.
  • 141 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q3 2026.

Based on MCF Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.