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 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

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

Newbridge Financial Services Group's KBWB Position: Q1 2026 in Review

Newbridge Financial Services Group held its Invesco KBW Bank ETF (KBWB) position steady in Q1 2026 at 100 shares worth $7.91K. The position accounts for ﹤0.01% of the portfolio, ranked #831.

Newbridge Financial Services Group first reported a position in KBWB in Q1 2023 and has held it in 8 quarters since. The position peaked at $8.82K in Q4 2024. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

Newbridge Financial Services Group held 100 shares of Invesco KBW Bank ETF worth $7.91K as of Q1 2026.
Newbridge Financial Services Group left its Invesco KBW Bank ETF share count unchanged in Q1 2026.
Invesco KBW Bank ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q1 2026, its #831 holding.
Newbridge Financial Services Group first reported a position in Invesco KBW Bank ETF in Q1 2023 and has held it in 8 quarters since.
Newbridge Financial Services Group's Invesco KBW Bank ETF position peaked at $8.82K in Q4 2024.
300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.