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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Murphy & Mullick Capital Management's KBWB Position: Q1 2026 in Review

Murphy & Mullick Capital Management increased its Invesco KBW Bank ETF (KBWB) stake by 3,518% in Q1 2026, buying an estimated $250K and bringing the position to 3,075 shares worth $243K. The position accounts for 0.18% of the portfolio, ranked #114.

Murphy & Mullick Capital Management first reported a position in KBWB in Q4 2024 and has held it in 6 quarters since. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

Murphy & Mullick Capital Management held 3,075 shares of Invesco KBW Bank ETF worth $243K as of Q1 2026.
Murphy & Mullick Capital Management bought 2,990 Invesco KBW Bank ETF shares in Q1 2026, an estimated $250K.
Invesco KBW Bank ETF made up 0.18% of Murphy & Mullick Capital Management's portfolio in Q1 2026, its #114 holding.
Murphy & Mullick Capital Management first reported a position in Invesco KBW Bank ETF in Q4 2024 and has held it in 6 quarters since.
300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.