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Meitav Investment House’s Invesco KBW Bank ETF KBWB Stock Holding History

Meitav Investment House’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 		$5.11M Sell
64,555
-16,905
-21% -$1.41M 0.06% 95
2025
Q4 		$6.87M Sell
81,460
-528,995
-87% -$41.8M 0.08% 91
2025
Q3 		$47.6M Buy
610,455
+570,000
+1,409% +$43M 0.63% 44
2025
Q2 		$2.9M Buy
40,455
+15,275
+61% +$969K 0.04% 108
2025
Q1 		$1.58M Hold
25,180
– – 0.03% 120
2024
Q4 		$1.65M Hold
25,180
– – 0.03% 115
2024
Q3 		$1.48M Sell
25,180
-12,013
-32% -$684K 0.02% 123
2024
Q2 		$1.96M Hold
37,193
– – 0.03% 121
2024
Q1 		$2M Hold
37,193
– – 0.04% 113
2023
Q4 		$1.84M Sell
37,193
-336
-0.9% -$14.2K 0.03% 158
2023
Q3 		$1.5M Buy
37,529
+847
+2% +$36.1K 0.02% 179
2023
Q2 		$1.5M Sell
36,682
-14,334
-28% -$584K 0.02% 192
2023
Q1 		$2.13M Sell
51,016
-76,159
-60% -$3.98M 0.04% 174
2022
Q4 		$6.58M Buy
127,175
+33,780
+36% +$1.77M 0.11% 134
2022
Q3 		$4.63M Sell
93,395
-98,034
-51% -$5.35M 0.08% 147
2022
Q2 		$9.94M Sell
191,429
-18,516
-9% -$1.06M 0.17% 108
2022
Q1 		$13.4M Buy
209,945
+16,996
+9% +$1.18M 0.2% 102
2021
Q4 		$13.1M Buy
192,949
+45,158
+31% +$3.16M 0.21% 98
2021
Q3 		$9.94M Buy
147,791
+102,215
+224% +$6.62M 0.16% 123
2021
Q2 		$2.94M Buy
45,576
+20,021
+78% +$1.32M 0.08% 151
2021
Q1 		$1.58K Buy
+25,555
New +$1.47M 0.04% 180

Other funds holding KBWB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
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
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
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Meitav Investment House's KBWB Position: Q1 2026 in Review

Meitav Investment House reduced its Invesco KBW Bank ETF (KBWB) stake by 21% in Q1 2026, selling an estimated $1.41M and leaving 64,555 shares worth $5.11M. The position accounts for 0.06% of the portfolio, ranked #95.

Meitav Investment House first reported a position in KBWB in Q1 2021 and has held it in 21 quarters since. The position peaked at $47.6M in Q3 2025. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

  • Meitav Investment House held 64,555 shares of Invesco KBW Bank ETF worth $5.11M as of Q1 2026.
  • Meitav Investment House sold 16,905 Invesco KBW Bank ETF shares in Q1 2026, an estimated $1.41M.
  • Invesco KBW Bank ETF made up 0.06% of Meitav Investment House's portfolio in Q1 2026, its #95 holding.
  • Meitav Investment House first reported a position in Invesco KBW Bank ETF in Q1 2021 and has held it in 21 quarters since.
  • Meitav Investment House's Invesco KBW Bank ETF position peaked at $47.6M in Q3 2025.
  • 300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on Meitav Investment House's 13F filing for Q1 2026, filed 29 Apr 2026.