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Sanibel Captiva Trust Company’s Invesco KBW Bank ETF KBWB Stock Holding History

Sanibel Captiva Trust Company’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 		$368K Hold
3,956
– – 0.01% 370
2026
Q1 		$313K Buy
3,956
+236
+6% +$19.7K 0.01% 374
2025
Q4 		$314K Hold
3,720
– – 0.01% 353
2025
Q3 		$291K Sell
3,720
-1,400
-27% -$106K 0.01% 358
2025
Q2 		$367K Hold
5,120
– – 0.01% 322
2025
Q1 		$321K Sell
5,120
-3,000
-37% -$202K 0.01% 326
2024
Q4 		$531K Sell
8,120
-100
-1% -$6.54K 0.02% 262
2024
Q3 		$482K Hold
8,220
– – 0.02% 277
2024
Q2 		$440K Hold
8,220
– – 0.02% 274
2024
Q1 		$441K Hold
8,220
– – 0.02% 273
2023
Q4 		$404K Buy
+8,220
New +$348K 0.01% 261

Other funds holding KBWB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
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
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
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
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Sanibel Captiva Trust Company's KBWB Position: Q2 2026 in Review

Sanibel Captiva Trust Company held its Invesco KBW Bank ETF (KBWB) position steady in Q2 2026 at 3,956 shares worth $368K. The position accounts for 0.01% of the portfolio, ranked #370.

Sanibel Captiva Trust Company first reported a position in KBWB in Q4 2023 and has held it in 11 quarters since. The position peaked at $531K in Q4 2024. 339 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • Sanibel Captiva Trust Company held 3,956 shares of Invesco KBW Bank ETF worth $368K as of Q2 2026.
  • Sanibel Captiva Trust Company left its Invesco KBW Bank ETF share count unchanged in Q2 2026.
  • Invesco KBW Bank ETF made up 0.01% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #370 holding.
  • Sanibel Captiva Trust Company first reported a position in Invesco KBW Bank ETF in Q4 2023 and has held it in 11 quarters since.
  • Sanibel Captiva Trust Company's Invesco KBW Bank ETF position peaked at $531K in Q4 2024.
  • 339 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.