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Park Square Financial Group’s Invesco KBW Bank ETF KBWB Stock Holding History

Park Square Financial 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
Q2 		– Sell
-265
Closed -$21K – 241
2026
Q1 		$21K Buy
+265
New +$22.2K 0.16% 40
2025
Q4 		– Sell
-725
Closed -$56.7K – 279
2025
Q3 		$56.7K Sell
725
-215
-23% -$16.2K 0.24% 33
2025
Q2 		$67.3K Sell
940
-18
-2% -$1.14K 0.05% 254
2025
Q1 		$60.1K Buy
+958
New +$64.4K 0.05% 241

Other funds holding KBWB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Park Square Financial Group's KBWB Position: Q2 2026 in Review

Park Square Financial Group sold out of Invesco KBW Bank ETF (KBWB) in Q2 2026, closing a stake of 265 shares — an estimated $21K sold.

Park Square Financial Group first reported a position in KBWB in Q1 2025 and held it in 4 quarters. The position peaked at $67.3K in Q2 2025. 338 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • Park Square Financial Group reported no remaining Invesco KBW Bank ETF position as of Q2 2026 after selling out during the quarter.
  • Park Square Financial Group sold 265 Invesco KBW Bank ETF shares in Q2 2026, an estimated $21K.
  • Park Square Financial Group first reported a position in Invesco KBW Bank ETF in Q1 2025 and held it in 4 quarters.
  • Park Square Financial Group's Invesco KBW Bank ETF position peaked at $67.3K in Q2 2025.
  • 338 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.