Murphy & Mullick Capital Management’s Invesco KBW Bank ETF KBWB Stock Holding History

Murphy & Mullick Capital Management’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	$239K	Sell	2,575 -500	-16%	-$43.7K	0.15%	126
2026 Q1	$243K	Buy	3,075 +2,990	+3,518%	+$250K	0.18%	114
2025 Q4	$7.17K	Hold	85	–	–	0.01%	515
2025 Q3	$6.63K	Hold	85	–	–	﹤0.01%	516
2025 Q2	$6.23K	Hold	85	–	–	0.01%	505
2025 Q1	$5.33K	Buy	85 +75	+750%	+$5.04K	0.01%	500
2024 Q4	$654	Buy	+10	New	+$654	﹤0.01%	618

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

Murphy & Mullick Capital Management's KBWB Position: Q2 2026 in Review

Murphy & Mullick Capital Management reduced its Invesco KBW Bank ETF (KBWB) stake by 16% in Q2 2026, selling an estimated $43.7K and leaving 2,575 shares worth $239K. The position accounts for 0.15% of the portfolio, ranked #126.

Murphy & Mullick Capital Management first reported a position in KBWB in Q4 2024 and has held it in 7 quarters since. The position peaked at $243K in Q1 2026. 338 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

Murphy & Mullick Capital Management held 2,575 shares of Invesco KBW Bank ETF worth $239K as of Q2 2026.
Murphy & Mullick Capital Management sold 500 Invesco KBW Bank ETF shares in Q2 2026, an estimated $43.7K.
Invesco KBW Bank ETF made up 0.15% of Murphy & Mullick Capital Management's portfolio in Q2 2026, its #126 holding.
Murphy & Mullick Capital Management first reported a position in Invesco KBW Bank ETF in Q4 2024 and has held it in 7 quarters since.
Murphy & Mullick Capital Management's Invesco KBW Bank ETF position peaked at $243K in Q1 2026.
338 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.