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Nalls Sherbakoff Group’s Invesco KBW Bank ETF KBWB Stock Holding History

Nalls Sherbakoff Group’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 		$109K Hold
1,167
– – 0.08% 131
2026
Q1 		$92.3K Hold
1,167
– – 0.07% 144
2025
Q4 		$98.4K Hold
1,167
– – 0.07% 140
2025
Q3 		$91.3K Hold
1,167
– – 0.06% 154
2025
Q2 		$83.6K Hold
1,167
– – 0.06% 158
2025
Q1 		$73.3K Buy
+1,167
New +$78.5K 0.06% 152
2023
Q4 		$57.4K Hold
1,167
– – 0.05% 155
2023
Q3 		$46.8K Sell
1,167
-95
-8% -$4.05K 0.05% 156
2023
Q2 		$49.5K Hold
1,262
– – 0.05% 157
2023
Q1 		$52.5K Buy
+1,262
New +$66K 0.05% 157
2018
Q4 		$75K Buy
+1,700
New +$85.2K 0.12% 101

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

Nalls Sherbakoff Group's KBWB Position: Q2 2026 in Review

Nalls Sherbakoff Group held its Invesco KBW Bank ETF (KBWB) position steady in Q2 2026 at 1,167 shares worth $109K. The position accounts for 0.08% of the portfolio, ranked #131.

Nalls Sherbakoff Group first reported a position in KBWB in Q4 2018 and has held it in 11 quarters since. 339 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • Nalls Sherbakoff Group held 1,167 shares of Invesco KBW Bank ETF worth $109K as of Q2 2026.
  • Nalls Sherbakoff Group left its Invesco KBW Bank ETF share count unchanged in Q2 2026.
  • Invesco KBW Bank ETF made up 0.08% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #131 holding.
  • Nalls Sherbakoff Group first reported a position in Invesco KBW Bank ETF in Q4 2018 and has held it in 11 quarters since.
  • 339 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.