Northwestern Mutual Wealth Management’s Invesco KBW Bank ETF KBWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.82M | Buy |
51,824
+8,837
| +21% | +$773K | ﹤0.01% | 873 |
|
|
2026
Q1 | $3.4M | Sell |
42,987
-11,166
| -21% | -$933K | ﹤0.01% | 929 |
|
|
2025
Q4 | $4.56M | Buy |
54,153
+40,834
| +307% | +$3.23M | ﹤0.01% | 799 |
|
|
2025
Q3 | $1.04M | Buy |
13,319
+6,392
| +92% | +$482K | ﹤0.01% | 1216 |
|
|
2025
Q2 | $496K | Sell |
6,927
-46
| -0.7% | -$2.92K | ﹤0.01% | 1385 |
|
|
2025
Q1 | $438K | Buy |
6,973
+5,243
| +303% | +$353K | ﹤0.01% | 1382 |
|
|
2024
Q4 | $113K | Buy |
1,730
+53
| +3% | +$3.46K | ﹤0.01% | 1874 |
|
|
2024
Q3 | $98.3K | Buy |
1,677
+131
| +8% | +$7.46K | ﹤0.01% | 1900 |
|
|
2024
Q2 | $82.7K | Sell |
1,546
-42
| -3% | -$2.22K | ﹤0.01% | 1905 |
|
|
2024
Q1 | $85.2K | Sell |
1,588
-80
| -5% | -$3.97K | ﹤0.01% | 1880 |
|
|
2023
Q4 | $82K | Buy |
1,668
+148
| +10% | +$6.26K | ﹤0.01% | 1857 |
|
|
2023
Q3 | $60.9K | Sell |
1,520
-728
| -32% | -$31K | ﹤0.01% | 1896 |
|
|
2023
Q2 | $92.3K | Buy |
2,248
+181
| +9% | +$7.37K | ﹤0.01% | 1752 |
|
|
2023
Q1 | $86.7K | Buy |
2,067
+1,198
| +138% | +$62.6K | ﹤0.01% | 1738 |
|
|
2022
Q4 | $44.9K | Sell |
869
-1,202
| -58% | -$63.1K | ﹤0.01% | 1952 |
|
|
2022
Q3 | $102K | Sell |
2,071
-250
| -11% | -$13.6K | ﹤0.01% | 1634 |
|
|
2022
Q2 | $120K | Buy |
2,321
+762
| +49% | +$43.7K | ﹤0.01% | 1580 |
|
|
2022
Q1 | $99K | Buy |
1,559
+1,479
| +1,849% | +$103K | ﹤0.01% | 1706 |
|
|
2021
Q4 | $5K | Hold |
80
| – | – | ﹤0.01% | 2787 |
|
|
2021
Q3 | $5K | Hold |
80
| – | – | ﹤0.01% | 2670 |
|
|
2021
Q2 | $5K | Hold |
80
| – | – | ﹤0.01% | 2645 |
|
|
2021
Q1 | $5K | Buy |
+80
| New | +$4.61K | ﹤0.01% | 2456 |
|
|
2020
Q4 | – | Sell |
-1,553
| Closed | -$58K | – | 2790 |
|
|
2020
Q3 | $58K | Hold |
1,553
| – | – | ﹤0.01% | 1449 |
|
|
2020
Q2 | $59K | Hold |
1,553
| – | – | ﹤0.01% | 1397 |
|
|
2020
Q1 | $52K | Hold |
1,553
| – | – | ﹤0.01% | 1371 |
|
|
2019
Q4 | $90K | Hold |
1,553
| – | – | ﹤0.01% | 1229 |
|
|
2019
Q3 | $80K | Hold |
1,553
| – | – | ﹤0.01% | 1240 |
|
|
2019
Q2 | $78K | Hold |
1,553
| – | – | ﹤0.01% | 1225 |
|
|
2019
Q1 | $75K | Hold |
1,553
| – | – | ﹤0.01% | 1197 |
|
|
2018
Q4 | $68K | Buy |
1,553
+1,480
| +2,027% | +$74.1K | ﹤0.01% | 1129 |
|
|
2018
Q3 | $4K | Sell |
73
-11
| -13% | -$617 | ﹤0.01% | 2148 |
|
|
2018
Q2 | $5K | Sell |
84
-791
| -90% | -$44K | ﹤0.01% | 2016 |
|
|
2018
Q1 | $48K | Buy |
+875
| New | +$50.6K | ﹤0.01% | 1216 |
|
|
2016
Q3 | – | Sell |
-245
| Closed | -$8K | – | 2255 |
|
|
2016
Q2 | $8K | Buy |
+245
| New | +$8.51K | ﹤0.01% | 1437 |
|
|
2014
Q1 | – | Sell |
-110
| Closed | -$4K | – | 1369 |
|
|
2013
Q4 | $4K | Buy |
+110
| New | +$3.72K | ﹤0.01% | 1103 |
|
Other funds holding KBWB
MIFH
CI
WBG
Northwestern Mutual Wealth Management's KBWB Position: Q2 2026 in Review
Northwestern Mutual Wealth Management increased its Invesco KBW Bank ETF (KBWB) stake by 21% in Q2 2026, buying an estimated $773K and bringing the position to 51,824 shares worth $4.82M. The position accounts for ﹤0.01% of the portfolio, ranked #873.
Northwestern Mutual Wealth Management first reported a position in KBWB in Q4 2013 and has held it in 35 quarters since. 338 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.
- Northwestern Mutual Wealth Management held 51,824 shares of Invesco KBW Bank ETF worth $4.82M as of Q2 2026.
- Northwestern Mutual Wealth Management bought 8,837 Invesco KBW Bank ETF shares in Q2 2026, an estimated $773K.
- Invesco KBW Bank ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #873 holding.
- Northwestern Mutual Wealth Management first reported a position in Invesco KBW Bank ETF in Q4 2013 and has held it in 35 quarters since.
- 338 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.
Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.