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 Q2	$1.22M	Sell	13,089 -11	-0.1%	-$962	0.03%	281
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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Robertson Stephens Wealth Management's KBWB Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Invesco KBW Bank ETF (KBWB) stake by 0.08% in Q2 2026, selling an estimated $962 and leaving 13,089 shares worth $1.22M. The position accounts for 0.03% of the portfolio, ranked #281.

Robertson Stephens Wealth Management first reported a position in KBWB in Q3 2023 and has held it in 11 quarters since. 338 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

Robertson Stephens Wealth Management held 13,089 shares of Invesco KBW Bank ETF worth $1.22M as of Q2 2026.
Robertson Stephens Wealth Management sold 11 Invesco KBW Bank ETF shares in Q2 2026, an estimated $962.
Invesco KBW Bank ETF made up 0.03% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #281 holding.
Robertson Stephens Wealth Management first reported a position in Invesco KBW Bank ETF in Q3 2023 and has held it in 11 quarters since.
338 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.