Pinnacle Bancorp’s Invesco KBW Bank ETF KBWB Stock Holding History

Pinnacle Bancorp’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
2024 Q1	–	Sell	-62	Closed	-$3.05K	–	831
2023 Q4	$3.05K	Buy	+62	New	+$2.62K	﹤0.01%	753

Other funds holding KBWB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WP Advisors San Francisco, California $387M AUM 21.17% 1-Year Est. Return

SCM

SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return

LNB

Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

Pinnacle Bancorp's KBWB Position: Q1 2024 in Review

Pinnacle Bancorp sold out of Invesco KBW Bank ETF (KBWB) in Q1 2024, closing a stake of 62 shares — an estimated $3.05K sold.

Pinnacle Bancorp first reported a position in KBWB in Q4 2023 and held it in 1 quarter. The position peaked at $3.05K in Q4 2023. 149 funds tracked by Wall St. Rank hold KBWB as of Q1 2024.

Pinnacle Bancorp reported no remaining Invesco KBW Bank ETF position as of Q1 2024 after selling out during the quarter.
Pinnacle Bancorp sold 62 Invesco KBW Bank ETF shares in Q1 2024, an estimated $3.05K.
Pinnacle Bancorp first reported a position in Invesco KBW Bank ETF in Q4 2023 and held it in 1 quarter.
Pinnacle Bancorp's Invesco KBW Bank ETF position peaked at $3.05K in Q4 2023.
149 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2024.

Based on Pinnacle Bancorp's 13F filing for Q1 2024, filed 16 Apr 2024.