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&Partners’s Invesco KBW Bank ETF KBWB Stock Holding History

&Partners’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 		$1.39M Sell
14,896
-31,236
-68% -$2.73M 0.01% 1230
2026
Q1 		$3.65M Sell
46,132
-3,676
-7% -$307K 0.02% 640
2025
Q4 		$4.2M Buy
49,808
+1,443
+3% +$114K 0.02% 560
2025
Q3 		$3.78M Buy
+48,365
New +$3.65M 0.02% 507

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

&Partners's KBWB Position: Q2 2026 in Review

&Partners reduced its Invesco KBW Bank ETF (KBWB) stake by 68% in Q2 2026, selling an estimated $2.73M and leaving 14,896 shares worth $1.39M. The position accounts for 0.01% of the portfolio, ranked #1230.

&Partners first reported a position in KBWB in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.2M in Q4 2025. 338 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • &Partners held 14,896 shares of Invesco KBW Bank ETF worth $1.39M as of Q2 2026.
  • &Partners sold 31,236 Invesco KBW Bank ETF shares in Q2 2026, an estimated $2.73M.
  • Invesco KBW Bank ETF made up 0.01% of &Partners's portfolio in Q2 2026, its #1230 holding.
  • &Partners first reported a position in Invesco KBW Bank ETF in Q3 2025 and has held it in 4 quarters since.
  • &Partners's Invesco KBW Bank ETF position peaked at $4.2M in Q4 2025.
  • 338 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.