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PFG Investments’s Invesco KBW Bank ETF KBWB Stock Holding History

PFG Investments’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 		$410K Buy
4,409
+3
+0.1% +$262 0.02% 770
2026
Q1 		$349K Buy
4,406
+4
+0.1% +$334 0.02% 776
2025
Q4 		$371K Buy
4,402
+3
+0.1% +$237 0.02% 703
2025
Q3 		$344K Buy
4,399
+539
+14% +$40.6K 0.02% 714
2025
Q2 		$276K Hold
3,860
– – 0.02% 768
2025
Q1 		$242K Hold
3,860
– – 0.02% 796
2024
Q4 		$252K Buy
+3,860
New +$252K 0.02% 789

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

PFG Investments's KBWB Position: Q2 2026 in Review

PFG Investments increased its Invesco KBW Bank ETF (KBWB) stake by 0.07% in Q2 2026, buying an estimated $262 and bringing the position to 4,409 shares worth $410K. The position accounts for 0.02% of the portfolio, ranked #770.

PFG Investments first reported a position in KBWB in Q4 2024 and has held it in 7 quarters since. 339 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • PFG Investments held 4,409 shares of Invesco KBW Bank ETF worth $410K as of Q2 2026.
  • PFG Investments bought 3 Invesco KBW Bank ETF shares in Q2 2026, an estimated $262.
  • Invesco KBW Bank ETF made up 0.02% of PFG Investments's portfolio in Q2 2026, its #770 holding.
  • PFG Investments first reported a position in Invesco KBW Bank ETF in Q4 2024 and has held it in 7 quarters since.
  • 339 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.