Nan Shan Life Insurance’s Invesco KBW Bank ETF KBWB Stock Holding History

Nan Shan Life Insurance’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 Q3	–	Sell	-99,650	Closed	-$7.14M	–	111
2025 Q2	$7.14M	Hold	99,650	–	–	0.16%	92
2025 Q1	$6.26M	Buy	+99,650	New	+$6.7M	0.15%	91
2024 Q2	–	Sell	-240,695	Closed	-$12.9M	–	108
2024 Q1	$12.9M	Hold	240,695	–	–	0.3%	74
2023 Q4	$11.8M	Hold	240,695	–	–	0.29%	76
2023 Q3	$9.64M	Hold	240,695	–	–	0.26%	75
2023 Q2	$9.88M	Sell	240,695 -1,100	-0.5%	-$44.8K	0.24%	78
2023 Q1	$10.1M	Sell	241,795 -87,083	-26%	-$4.55M	0.24%	79
2022 Q4	$17M	Sell	328,878 -4,500	-1%	-$236K	0.46%	59
2022 Q3	$16.4M	Sell	333,378 -530	-0.2%	-$28.9K	0.4%	64
2022 Q2	$17.3M	Buy	+333,908	New	+$19.1M	0.36%	69
2022 Q1	–	Sell	-508,909	Closed	-$34.5M	–	96
2021 Q4	$34.5M	Buy	508,909 +208,687	+70%	+$14.6M	0.52%	63
2021 Q3	$20.1M	Buy	+300,222	New	+$19.5M	0.34%	73
2021 Q2	–	Sell	-498,113	Closed	-$30.8M	–	116
2021 Q1	$30.8M	Buy	+498,113	New	+$28.7M	0.6%	63

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

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

WBG

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

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

Nan Shan Life Insurance's KBWB Position: Q3 2025 in Review

Nan Shan Life Insurance sold out of Invesco KBW Bank ETF (KBWB) in Q3 2025, closing a stake of 99,650 shares — an estimated $7.14M sold.

Nan Shan Life Insurance first reported a position in KBWB in Q1 2021 and held it in 13 quarters. The position peaked at $34.5M in Q4 2021. 260 funds tracked by Wall St. Rank hold KBWB as of Q3 2025.

Nan Shan Life Insurance reported no remaining Invesco KBW Bank ETF position as of Q3 2025 after selling out during the quarter.
Nan Shan Life Insurance sold 99,650 Invesco KBW Bank ETF shares in Q3 2025, an estimated $7.14M.
Nan Shan Life Insurance first reported a position in Invesco KBW Bank ETF in Q1 2021 and held it in 13 quarters.
Nan Shan Life Insurance's Invesco KBW Bank ETF position peaked at $34.5M in Q4 2021.
260 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q3 2025.

Based on Nan Shan Life Insurance's 13F filing for Q3 2025, filed 14 Nov 2025.