MIFH
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Migdal Insurance & Financial Holdings’s Invesco KBW Bank ETF KBWB Stock Holding History

Migdal Insurance & Financial 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 		$246M Buy
2,642,750
+479,000
+22% +$41.9M 1.57% 19
2026
Q1 		$171M Hold
2,163,750
– – 1.48% 19
2025
Q4 		$182M Sell
2,163,750
-1,529,250
-41% -$121M 1.57% 21
2025
Q3 		$289M Sell
3,693,000
-1,902,000
-34% -$143M 3.11% 12
2025
Q2 		$401M Buy
5,595,000
+2,200,000
+65% +$140M 4.76% 4
2025
Q1 		$213M Buy
3,395,000
+724,850
+27% +$48.7M 2.99% 13
2024
Q4 		$174M Buy
2,670,150
+2,670,000
+1,780,000% +$175M 2.5% 12
2024
Q3 		$9K Hold
150
– – ﹤0.01% 339
2024
Q2 		$8K Hold
150
– – ﹤0.01% 428
2024
Q1 		$8K Sell
150
-1,020
-87% -$50.6K ﹤0.01% 344
2023
Q4 		$58K Sell
1,170
-20,948
-95% -$886K ﹤0.01% 326
2023
Q3 		$886K Buy
+22,118
New +$943K 0.02% 159
2023
Q1 		– Sell
-457,105
Closed -$23.6M – 543
2022
Q4 		$23.6M Sell
457,105
-1,467,895
-76% -$77M 0.52% 46
2022
Q3 		$94.6M Buy
+1,925,000
New +$105M 2.13% 13
2022
Q2 		– Sell
-1,490,773
Closed -$95M – 627
2022
Q1 		$95M Sell
1,490,773
-65,000
-4% -$4.51M 1.66% 20
2021
Q4 		$106M Sell
1,555,773
-1,152,000
-43% -$80.6M 1.02% 32
2021
Q3 		$182M Buy
+2,707,773
New +$175M 1.91% 13
2016
Q3 		– Sell
-111,400
Closed -$3.72M – 116
2016
Q2 		$3.72M Buy
111,400
+30,000
+37% +$1.04M 0.1% 89
2016
Q1 		$2.69M Sell
81,400
-112,000
-58% -$3.66M 0.08% 95
2015
Q4 		$7.27M Buy
+193,400
New +$7.33M 0.21% 62

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
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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Migdal Insurance & Financial Holdings's KBWB Position: Q2 2026 in Review

Migdal Insurance & Financial Holdings increased its Invesco KBW Bank ETF (KBWB) stake by 22% in Q2 2026, buying an estimated $41.9M and bringing the position to 2,642,750 shares worth $246M. The position accounts for 1.57% of the portfolio, ranked #19.

Migdal Insurance & Financial Holdings first reported a position in KBWB in Q4 2015 and has held it in 20 quarters since. The position peaked at $401M in Q2 2025. 338 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • Migdal Insurance & Financial Holdings held 2,642,750 shares of Invesco KBW Bank ETF worth $246M as of Q2 2026.
  • Migdal Insurance & Financial Holdings bought 479,000 Invesco KBW Bank ETF shares in Q2 2026, an estimated $41.9M.
  • Invesco KBW Bank ETF made up 1.57% of Migdal Insurance & Financial Holdings's portfolio in Q2 2026, its #19 holding.
  • Migdal Insurance & Financial Holdings first reported a position in Invesco KBW Bank ETF in Q4 2015 and has held it in 20 quarters since.
  • Migdal Insurance & Financial Holdings's Invesco KBW Bank ETF position peaked at $401M in Q2 2025.
  • 338 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2026, filed 10 Aug 2026.