Newbridge Financial Services Group’s Invesco KBW Bank ETF KBWB Stock Holding History

Newbridge Financial Services 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 Q3	$8.72K	Hold	100	–	–	﹤0.01%	867
2026 Q2	$9.3K	Hold	100	–	–	﹤0.01%	861
2026 Q1	$7.91K	Hold	100	–	–	﹤0.01%	831
2025 Q4	$8.43K	Hold	100	–	–	﹤0.01%	812
2025 Q3	$7.82K	Hold	100	–	–	﹤0.01%	943
2025 Q2	$7.16K	Sell	100 -35	-26%	-$2.22K	﹤0.01%	958
2025 Q1	$8.47K	Hold	135	–	–	﹤0.01%	712
2024 Q4	$8.82K	Hold	135	–	–	﹤0.01%	759
2024 Q3	$7.91K	Buy	+135	New	+$7.68K	﹤0.01%	457
2023 Q2	–	Sell	-10	Closed	-$420	–	1399
2023 Q1	$420	Buy	+10	New	+$523	﹤0.01%	1330

Other funds holding KBWB

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Newbridge Financial Services Group's KBWB Position: Q3 2026 in Review

Newbridge Financial Services Group held its Invesco KBW Bank ETF (KBWB) position steady in Q3 2026 at 100 shares worth $8.72K. The position accounts for ﹤0.01% of the portfolio, ranked #867.

Newbridge Financial Services Group first reported a position in KBWB in Q1 2023 and has held it in 10 quarters since. The position peaked at $9.3K in Q2 2026. 307 funds tracked by Wall St. Rank hold KBWB as of Q3 2026.

Newbridge Financial Services Group held 100 shares of Invesco KBW Bank ETF worth $8.72K as of Q3 2026.
Newbridge Financial Services Group left its Invesco KBW Bank ETF share count unchanged in Q3 2026.
Invesco KBW Bank ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q3 2026, its #867 holding.
Newbridge Financial Services Group first reported a position in Invesco KBW Bank ETF in Q1 2023 and has held it in 10 quarters since.
Newbridge Financial Services Group's Invesco KBW Bank ETF position peaked at $9.3K in Q2 2026.
307 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q3 2026.

Based on Newbridge Financial Services Group's 13F filing for Q3 2026, filed 15 Oct 2026.