Quaker Wealth Management
KBWB icon

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

Quaker Wealth Management’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 		$3.58K Hold
41
– – ﹤0.01% 378
2026
Q2 		$3.81K Hold
41
– – ﹤0.01% 367
2026
Q1 		$3.24K Hold
41
– – ﹤0.01% 373
2025
Q4 		$3.46K Buy
+41
New +$3.24K ﹤0.01% 386

Other funds holding KBWB

Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Ledyard National Bank
Ledyard National Bank $1.27B AUM 18.28% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
WA
WP Advisors San Francisco, California $436M AUM 23.46% 1-Year Est. Return
Quattro Financial Advisors
Quattro Financial Advisors The Woodlands, Texas $483M AUM 11.42% 1-Year Est. Return
Pinnacle Wealth Management Group
Pinnacle Wealth Management Group Plymouth, Michigan $218M AUM 11.75% 1-Year Est. Return
Crown Wealth Group
Crown Wealth Group Charlotte, North Carolina $404M AUM 20.63% 1-Year Est. Return

Quaker Wealth Management's KBWB Position: Q3 2026 in Review

Quaker Wealth Management held its Invesco KBW Bank ETF (KBWB) position steady in Q3 2026 at 41 shares worth $3.58K. The position accounts for ﹤0.01% of the portfolio, ranked #378.

Quaker Wealth Management first reported a position in KBWB in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.81K in Q2 2026. 71 funds tracked by Wall St. Rank hold KBWB as of Q3 2026.

  • Quaker Wealth Management held 41 shares of Invesco KBW Bank ETF worth $3.58K as of Q3 2026.
  • Quaker Wealth Management left its Invesco KBW Bank ETF share count unchanged in Q3 2026.
  • Invesco KBW Bank ETF made up ﹤0.01% of Quaker Wealth Management's portfolio in Q3 2026, its #378 holding.
  • Quaker Wealth Management first reported a position in Invesco KBW Bank ETF in Q4 2025 and has held it in 4 quarters since.
  • Quaker Wealth Management's Invesco KBW Bank ETF position peaked at $3.81K in Q2 2026.
  • 71 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q3 2026.

Based on Quaker Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.