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Philadelphia Trust Company’s Invesco KBW Bank ETF KBWB Stock Holding History

Philadelphia Trust Company’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
2025
Q4 		– Sell
-10,000
Closed -$782K – 263
2025
Q3 		$782K Hold
10,000
– – 0.06% 131
2025
Q2 		$716K Hold
10,000
– – 0.05% 130
2025
Q1 		$628K Buy
+10,000
New +$673K 0.05% 136

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MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Philadelphia Trust Company's KBWB Position: Q4 2025 in Review

Philadelphia Trust Company sold out of Invesco KBW Bank ETF (KBWB) in Q4 2025, closing a stake of 10,000 shares — an estimated $782K sold.

Philadelphia Trust Company first reported a position in KBWB in Q1 2025 and held it in 3 quarters. The position peaked at $782K in Q3 2025. 309 funds tracked by Wall St. Rank hold KBWB as of Q4 2025.

  • Philadelphia Trust Company reported no remaining Invesco KBW Bank ETF position as of Q4 2025 after selling out during the quarter.
  • Philadelphia Trust Company sold 10,000 Invesco KBW Bank ETF shares in Q4 2025, an estimated $782K.
  • Philadelphia Trust Company first reported a position in Invesco KBW Bank ETF in Q1 2025 and held it in 3 quarters.
  • Philadelphia Trust Company's Invesco KBW Bank ETF position peaked at $782K in Q3 2025.
  • 309 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q4 2025.

Based on Philadelphia Trust Company's 13F filing for Q4 2025, filed 12 Feb 2026.