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Sapient Capital’s Invesco KBW Bank ETF KBWB Stock Holding History

Sapient Capital’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 		$242K Hold
2,779
– – ﹤0.01% 352
2026
Q2 		$258K Hold
2,779
– – ﹤0.01% 346
2026
Q1 		$220K Sell
2,779
-1,103
-28% -$92.2K ﹤0.01% 414
2025
Q4 		$330K Buy
3,882
+460
+13% +$36.4K ﹤0.01% 327
2025
Q3 		$270K Hold
3,422
– – ﹤0.01% 333
2025
Q2 		$245K Hold
3,422
– – ﹤0.01% 333
2025
Q1 		$215K Hold
3,422
– – ﹤0.01% 346
2024
Q4 		$224K Hold
3,422
– – ﹤0.01% 341
2024
Q3 		$201K Sell
3,422
-4,957
-59% -$282K ﹤0.01% 379
2024
Q2 		$448K Sell
8,379
-4,400
-34% -$232K 0.01% 243
2024
Q1 		$686K Hold
12,779
– – 0.02% 212
2023
Q4 		$629K Buy
+12,779
New +$541K 0.02% 213

Other funds holding KBWB

AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $106M AUM
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Sapient Capital's KBWB Position: Q3 2026 in Review

Sapient Capital held its Invesco KBW Bank ETF (KBWB) position steady in Q3 2026 at 2,779 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #352.

Sapient Capital first reported a position in KBWB in Q4 2023 and has held it in 12 quarters since. The position peaked at $686K in Q1 2024. 24 funds tracked by Wall St. Rank hold KBWB as of Q3 2026.

  • Sapient Capital held 2,779 shares of Invesco KBW Bank ETF worth $242K as of Q3 2026.
  • Sapient Capital left its Invesco KBW Bank ETF share count unchanged in Q3 2026.
  • Invesco KBW Bank ETF made up ﹤0.01% of Sapient Capital's portfolio in Q3 2026, its #352 holding.
  • Sapient Capital first reported a position in Invesco KBW Bank ETF in Q4 2023 and has held it in 12 quarters since.
  • Sapient Capital's Invesco KBW Bank ETF position peaked at $686K in Q1 2024.
  • 24 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.