Oregon Pacific Wealth Management
KBWB icon

Oregon Pacific Wealth Management’s Invesco KBW Bank ETF KBWB Stock Holding History

Oregon Pacific Wealth Management’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 		$1.4M Buy
16,063
+3,985
+33% +$381K 1.3% 15
2026
Q2 		$1.12M Sell
12,078
-176
-1% -$15.4K 1.05% 18
2026
Q1 		$970K Buy
12,254
+1,813
+17% +$152K 1.01% 18
2025
Q4 		$880K Buy
+10,441
New +$826K 0.91% 19

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Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Edmond de Rothschild Holding
Edmond de Rothschild Holding Chambesy, Switzerland $8.18B AUM 23.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Oregon Pacific Wealth Management's KBWB Position: Q3 2026 in Review

Oregon Pacific Wealth Management increased its Invesco KBW Bank ETF (KBWB) stake by 33% in Q3 2026, buying an estimated $381K and bringing the position to 16,063 shares worth $1.4M. The position accounts for 1.3% of the portfolio, ranked #15.

Oregon Pacific Wealth Management first reported a position in KBWB in Q4 2025 and has held it in 4 quarters since. 227 funds tracked by Wall St. Rank hold KBWB as of Q3 2026.

  • Oregon Pacific Wealth Management held 16,063 shares of Invesco KBW Bank ETF worth $1.4M as of Q3 2026.
  • Oregon Pacific Wealth Management bought 3,985 Invesco KBW Bank ETF shares in Q3 2026, an estimated $381K.
  • Invesco KBW Bank ETF made up 1.3% of Oregon Pacific Wealth Management's portfolio in Q3 2026, its #15 holding.
  • Oregon Pacific Wealth Management first reported a position in Invesco KBW Bank ETF in Q4 2025 and has held it in 4 quarters since.
  • 227 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q3 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.