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 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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 Singapore $37.3B AUM 12.6% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

MCF Advisors's KBWB Position: Q2 2026 in Review

MCF Advisors increased its Invesco KBW Bank ETF (KBWB) stake by 0.52% in Q2 2026, buying an estimated $175 and bringing the position to 384 shares worth $35.7K. The position accounts for ﹤0.01% of the portfolio, ranked #754.

MCF Advisors first reported a position in KBWB in Q2 2022 and has held it in 17 quarters since. 338 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

MCF Advisors held 384 shares of Invesco KBW Bank ETF worth $35.7K as of Q2 2026.
MCF Advisors bought 2 Invesco KBW Bank ETF shares in Q2 2026, an estimated $175.
Invesco KBW Bank ETF made up ﹤0.01% of MCF Advisors's portfolio in Q2 2026, its #754 holding.
MCF Advisors first reported a position in Invesco KBW Bank ETF in Q2 2022 and has held it in 17 quarters since.
338 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on MCF Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.