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 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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

LNB

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

TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

QFA

Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Pinnacle Wealth Management Group's KBWB Position: Q2 2026 in Review

Pinnacle Wealth Management Group increased its Invesco KBW Bank ETF (KBWB) stake by 0.01% in Q2 2026, buying an estimated $437 and bringing the position to 38,670 shares worth $3.6M. The position accounts for 1.68% of the portfolio, ranked #20.

Pinnacle Wealth Management Group first reported a position in KBWB in Q1 2025 and has held it in 6 quarters since. 39 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

Pinnacle Wealth Management Group held 38,670 shares of Invesco KBW Bank ETF worth $3.6M as of Q2 2026.
Pinnacle Wealth Management Group bought 5 Invesco KBW Bank ETF shares in Q2 2026, an estimated $437.
Invesco KBW Bank ETF made up 1.68% of Pinnacle Wealth Management Group's portfolio in Q2 2026, its #20 holding.
Pinnacle Wealth Management Group first reported a position in Invesco KBW Bank ETF in Q1 2025 and has held it in 6 quarters since.
39 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.