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Sharp Financial Services’s Invesco KBW Bank ETF KBWB Stock Holding History

Sharp Financial Services’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 		$381K Buy
+4,100
New +$359K 0.18% 84

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

Sharp Financial Services's KBWB Position: Q2 2026 in Review

Sharp Financial Services opened a new position in Invesco KBW Bank ETF (KBWB) in Q2 2026: 4,100 shares worth $381K. The stake represents 0.18% of the portfolio and ranks #84 among its holdings.

338 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • Sharp Financial Services held 4,100 shares of Invesco KBW Bank ETF worth $381K as of Q2 2026.
  • Invesco KBW Bank ETF was a new Sharp Financial Services position in Q2 2026.
  • Invesco KBW Bank ETF made up 0.18% of Sharp Financial Services's portfolio in Q2 2026, its #84 holding.
  • 338 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Sharp Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.