Mercer Global Advisors
KBWB icon

Mercer Global Advisors’s Invesco KBW Bank ETF KBWB Stock Holding History

Mercer Global 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 		$258K Buy
+2,773
New +$243K ﹤0.01% 2976
2026
Q1 		– Sell
-3,282
Closed -$277K – 3292
2025
Q4 		$277K Buy
+3,282
New +$260K ﹤0.01% 2303

Other funds holding KBWB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
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
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
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
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Mercer Global Advisors's KBWB Position: Q2 2026 in Review

Mercer Global Advisors opened a new position in Invesco KBW Bank ETF (KBWB) in Q2 2026: 2,773 shares worth $258K. The stake represents ﹤0.01% of the portfolio and ranks #2976 among its holdings. This is a return to the name: Mercer Global Advisors previously reported a position in KBWB as recently as Q4 2025.

Mercer Global Advisors first reported a position in KBWB in Q4 2025 and has held it in 2 quarters since. The position peaked at $277K in Q4 2025. 338 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • Mercer Global Advisors held 2,773 shares of Invesco KBW Bank ETF worth $258K as of Q2 2026.
  • Invesco KBW Bank ETF was a new Mercer Global Advisors position in Q2 2026.
  • Invesco KBW Bank ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2976 holding.
  • Mercer Global Advisors first reported a position in Invesco KBW Bank ETF in Q4 2025 and has held it in 2 quarters since.
  • Mercer Global Advisors's Invesco KBW Bank ETF position peaked at $277K in Q4 2025.
  • 338 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.