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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nalls Sherbakoff Group's KBWB Position: Q4 2025 in Review

Nalls Sherbakoff Group held its Invesco KBW Bank ETF (KBWB) position steady in Q4 2025 at 1,167 shares worth $98.4K. The position accounts for 0.07% of the portfolio, ranked #140.

Nalls Sherbakoff Group first reported a position in KBWB in Q4 2018 and has held it in 9 quarters since. 309 funds tracked by Wall St. Rank hold KBWB as of Q4 2025.

  • Nalls Sherbakoff Group held 1,167 shares of Invesco KBW Bank ETF worth $98.4K as of Q4 2025.
  • Nalls Sherbakoff Group left its Invesco KBW Bank ETF share count unchanged in Q4 2025.
  • Invesco KBW Bank ETF made up 0.07% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #140 holding.
  • Nalls Sherbakoff Group first reported a position in Invesco KBW Bank ETF in Q4 2018 and has held it in 9 quarters since.
  • 309 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.