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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
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

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 $1.56T 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 $871B 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 $16.6B AUM 68.34% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Sanibel Captiva Trust Company's KBWB Position: Q1 2026 in Review

Sanibel Captiva Trust Company increased its Invesco KBW Bank ETF (KBWB) stake by 6.3% in Q1 2026, buying an estimated $19.7K and bringing the position to 3,956 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #374.

Sanibel Captiva Trust Company first reported a position in KBWB in Q4 2023 and has held it in 10 quarters since. The position peaked at $531K in Q4 2024. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

  • Sanibel Captiva Trust Company held 3,956 shares of Invesco KBW Bank ETF worth $313K as of Q1 2026.
  • Sanibel Captiva Trust Company bought 236 Invesco KBW Bank ETF shares in Q1 2026, an estimated $19.7K.
  • Invesco KBW Bank ETF made up 0.01% of Sanibel Captiva Trust Company's portfolio in Q1 2026, its #374 holding.
  • Sanibel Captiva Trust Company first reported a position in Invesco KBW Bank ETF in Q4 2023 and has held it in 10 quarters since.
  • Sanibel Captiva Trust Company's Invesco KBW Bank ETF position peaked at $531K in Q4 2024.
  • 300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q1 2026, filed 15 May 2026.