Menora Mivtachim Holdings’s Invesco KBW Bank ETF KBWB Stock Holding History

Menora Mivtachim Holdings’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	$1.49M	Sell	16,000 -6,000	-27%	-$525K	0.01%	134
2026 Q1	$1.74M	Sell	22,000 -3,526,900	-99%	-$295M	0.01%	122
2025 Q4	$299M	Buy	3,548,900 +459,850	+15%	+$36.4M	1.41%	19
2025 Q3	$242M	Buy	3,089,050 +3,600	+0.1%	+$271K	1.23%	24
2025 Q2	$221M	Buy	3,085,450 +1,597,450	+107%	+$101M	1.27%	26
2025 Q1	$93.4M	Buy	+1,488,000	New	+$100M	0.61%	53
2023 Q4	–	Sell	-3,854,826	Closed	-$154M	–	101
2023 Q3	$154M	Buy	3,854,826 +1,870,000	+94%	+$79.7M	1.4%	28
2023 Q2	$81.5M	Buy	+1,984,826	New	+$80.8M	0.75%	46

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

Menora Mivtachim Holdings's KBWB Position: Q2 2026 in Review

Menora Mivtachim Holdings reduced its Invesco KBW Bank ETF (KBWB) stake by 27% in Q2 2026, selling an estimated $525K and leaving 16,000 shares worth $1.49M. The position accounts for 0.01% of the portfolio, ranked #134.

Menora Mivtachim Holdings first reported a position in KBWB in Q2 2023 and has held it in 8 quarters since. The position peaked at $299M in Q4 2025. 338 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

Menora Mivtachim Holdings held 16,000 shares of Invesco KBW Bank ETF worth $1.49M as of Q2 2026.
Menora Mivtachim Holdings sold 6,000 Invesco KBW Bank ETF shares in Q2 2026, an estimated $525K.
Invesco KBW Bank ETF made up 0.01% of Menora Mivtachim Holdings's portfolio in Q2 2026, its #134 holding.
Menora Mivtachim Holdings first reported a position in Invesco KBW Bank ETF in Q2 2023 and has held it in 8 quarters since.
Menora Mivtachim Holdings's Invesco KBW Bank ETF position peaked at $299M in Q4 2025.
338 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Menora Mivtachim Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.