Neuberger Berman Group’s Invesco KBW Bank ETF KBWB Stock Holding History

Neuberger Berman 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 Q1	$390K	Buy	+4,923	New	+$412K	﹤0.01%	1727
2023 Q1	–	Sell	-6,155	Closed	-$318K	–	1842
2022 Q4	$318K	Buy	+6,155	New	+$323K	﹤0.01%	1566
2022 Q1	–	Sell	-7,899	Closed	-$536K	–	1949
2021 Q4	$536K	Sell	7,899 -1,007	-11%	-$70.5K	﹤0.01%	1528
2021 Q3	$597K	Sell	8,906 -585	-6%	-$37.9K	﹤0.01%	1434
2021 Q2	$611K	Buy	9,491 +207	+2%	+$13.6K	﹤0.01%	1437
2021 Q1	$574K	Buy	+9,284	New	+$535K	﹤0.01%	1452
2018 Q1	–	Sell	-6,720	Closed	-$370K	–	1710
2017 Q4	$370K	Buy	6,720 +1,620	+32%	+$85.6K	﹤0.01%	1490
2017 Q3	$261K	Buy	+5,100	New	+$251K	﹤0.01%	1448

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

Neuberger Berman Group's KBWB Position: Q1 2026 in Review

Neuberger Berman Group opened a new position in Invesco KBW Bank ETF (KBWB) in Q1 2026: 4,923 shares worth $390K. The stake represents ﹤0.01% of the portfolio and ranks #1727 among its holdings. This is a return to the name: Neuberger Berman Group previously reported a position in KBWB as recently as Q4 2022.

Neuberger Berman Group first reported a position in KBWB in Q3 2017 and has held it in 8 quarters since. The position peaked at $611K in Q2 2021. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

Neuberger Berman Group held 4,923 shares of Invesco KBW Bank ETF worth $390K as of Q1 2026.
Invesco KBW Bank ETF was a new Neuberger Berman Group position in Q1 2026.
Invesco KBW Bank ETF made up ﹤0.01% of Neuberger Berman Group's portfolio in Q1 2026, its #1727 holding.
Neuberger Berman Group first reported a position in Invesco KBW Bank ETF in Q3 2017 and has held it in 8 quarters since.
Neuberger Berman Group's Invesco KBW Bank ETF position peaked at $611K in Q2 2021.
300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on Neuberger Berman Group's 13F filing for Q1 2026, filed 14 May 2026.