Schroder Investment Management Group’s Invesco KBW Bank ETF KBWB Stock Holding History

Schroder Investment Management Group’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
2025 Q3	–	Sell	-322,906	Closed	-$23M	–	1228
2025 Q2	$23M	Buy	+322,906	New	+$20.5M	0.02%	482
2021 Q4	–	Sell	-28,117	Closed	-$1.89M	–	1457
2021 Q3	$1.89M	Sell	28,117 -446,799	-94%	-$28.9M	﹤0.01%	996
2021 Q2	$30.6M	Sell	474,916 -677,977	-59%	-$44.6M	0.04%	412
2021 Q1	$71.4M	Buy	+1,152,893	New	+$66.4M	0.09%	215
2014 Q2	–	Sell	-179,024	Closed	-$6.65M	–	1418
2014 Q1	$6.65M	Hold	179,024	–	–	0.01%	711
2013 Q4	$6.36M	Hold	179,024	–	–	0.01%	750
2013 Q3	$5.72M	Hold	179,024	–	–	0.01%	748
2013 Q2	$5.65M	Buy	+179,024	New	+$5.4M	0.01%	729

Other funds holding KBWB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Schroder Investment Management Group's KBWB Position: Q3 2025 in Review

Schroder Investment Management Group sold out of Invesco KBW Bank ETF (KBWB) in Q3 2025, closing a stake of 322,906 shares — an estimated $23M sold.

Schroder Investment Management Group first reported a position in KBWB in Q2 2013 and held it in 8 quarters. The position peaked at $71.4M in Q1 2021. 260 funds tracked by Wall St. Rank hold KBWB as of Q3 2025.

Schroder Investment Management Group reported no remaining Invesco KBW Bank ETF position as of Q3 2025 after selling out during the quarter.
Schroder Investment Management Group sold 322,906 Invesco KBW Bank ETF shares in Q3 2025, an estimated $23M.
Schroder Investment Management Group first reported a position in Invesco KBW Bank ETF in Q2 2013 and held it in 8 quarters.
Schroder Investment Management Group's Invesco KBW Bank ETF position peaked at $71.4M in Q1 2021.
260 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q3 2025.

Based on Schroder Investment Management Group's 13F filing for Q3 2025, filed 13 Nov 2025.