MML Investors Services
KBWB icon

MML Investors Services’s Invesco KBW Bank ETF KBWB Stock Holding History

MML Investors Services’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 		$295K Buy
+3,175
New +$278K ﹤0.01% 2836
2026
Q1 		– Sell
-6,309
Closed -$532K – 3099
2025
Q4 		$532K Sell
6,309
-353
-5% -$27.9K ﹤0.01% 2225
2025
Q3 		$521K Buy
+6,662
New +$502K ﹤0.01% 2149

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

MML Investors Services's KBWB Position: Q2 2026 in Review

MML Investors Services opened a new position in Invesco KBW Bank ETF (KBWB) in Q2 2026: 3,175 shares worth $295K. The stake represents ﹤0.01% of the portfolio and ranks #2836 among its holdings. This is a return to the name: MML Investors Services previously reported a position in KBWB as recently as Q4 2025.

MML Investors Services first reported a position in KBWB in Q3 2025 and has held it in 3 quarters since. The position peaked at $532K in Q4 2025. 339 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • MML Investors Services held 3,175 shares of Invesco KBW Bank ETF worth $295K as of Q2 2026.
  • Invesco KBW Bank ETF was a new MML Investors Services position in Q2 2026.
  • Invesco KBW Bank ETF made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2836 holding.
  • MML Investors Services first reported a position in Invesco KBW Bank ETF in Q3 2025 and has held it in 3 quarters since.
  • MML Investors Services's Invesco KBW Bank ETF position peaked at $532K in Q4 2025.
  • 339 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.