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

Robertson Stephens 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
Q1 		$1.04M Buy
13,100
+207
+2% +$17.3K 0.03% 293
2025
Q4 		$1.09M Buy
12,893
+515
+4% +$40.7K 0.03% 284
2025
Q3 		$968K Buy
12,378
+689
+6% +$51.9K 0.03% 257
2025
Q2 		$837K Buy
11,689
+1,665
+17% +$106K 0.03% 288
2025
Q1 		$629K Sell
10,024
-480
-5% -$32.3K 0.02% 328
2024
Q4 		$686K Buy
10,504
+173
+2% +$11.3K 0.02% 309
2024
Q3 		$606K Buy
10,331
+570
+6% +$32.4K 0.02% 370
2024
Q2 		$522K Buy
+9,761
New +$515K 0.03% 325
2024
Q1 		– Sell
-4,623
Closed -$227K – 500
2023
Q4 		$227K Sell
4,623
-1,711
-27% -$72.4K 0.01% 423
2023
Q3 		$254K Buy
+6,334
New +$270K 0.02% 396

Other funds holding KBWB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return