Pinnacle Wealth Management Group’s Invesco KBW Bank ETF KBWB Stock Holding History

Pinnacle Wealth Management 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 Q3	$3.42M	Buy	39,226 +556	+1%	+$53.1K	1.57%	21
2026 Q2	$3.6M	Buy	38,670 +5	+0%	+$437	1.68%	20
2026 Q1	$3.06M	Buy	38,665 +1,658	+4%	+$139K	1.5%	23
2025 Q4	$3.12M	Buy	37,007 +595	+2%	+$47.1K	1.56%	22
2025 Q3	$2.85M	Buy	36,412 +1,434	+4%	+$108K	1.46%	23
2025 Q2	$2.51M	Buy	34,978 +1,959	+6%	+$124K	1.44%	26
2025 Q1	$2.07M	Buy	+33,019	New	+$2.22M	1.45%	23

Other funds holding KBWB

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Ledyard National Bank $1.27B AUM 18.28% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

WP Advisors San Francisco, California $436M AUM 23.46% 1-Year Est. Return

Quattro Financial Advisors The Woodlands, Texas $483M AUM 11.42% 1-Year Est. Return

Crown Wealth Group Charlotte, North Carolina $404M AUM 20.63% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Pinnacle Wealth Management Group's KBWB Position: Q3 2026 in Review

Pinnacle Wealth Management Group increased its Invesco KBW Bank ETF (KBWB) stake by 1.4% in Q3 2026, buying an estimated $53.1K and bringing the position to 39,226 shares worth $3.42M. The position accounts for 1.57% of the portfolio, ranked #21.

Pinnacle Wealth Management Group first reported a position in KBWB in Q1 2025 and has held it in 7 quarters since. The position peaked at $3.6M in Q2 2026. 71 funds tracked by Wall St. Rank hold KBWB as of Q3 2026.

Pinnacle Wealth Management Group held 39,226 shares of Invesco KBW Bank ETF worth $3.42M as of Q3 2026.
Pinnacle Wealth Management Group bought 556 Invesco KBW Bank ETF shares in Q3 2026, an estimated $53.1K.
Invesco KBW Bank ETF made up 1.57% of Pinnacle Wealth Management Group's portfolio in Q3 2026, its #21 holding.
Pinnacle Wealth Management Group first reported a position in Invesco KBW Bank ETF in Q1 2025 and has held it in 7 quarters since.
Pinnacle Wealth Management Group's Invesco KBW Bank ETF position peaked at $3.6M in Q2 2026.
71 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q3 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q3 2026, filed 15 Oct 2026.