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Shepherd Financial Partners’s Invesco KBW Bank ETF KBWB Stock Holding History

Shepherd Financial Partners’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 		$409K Sell
4,396
-835
-16% -$73K 0.03% 181
2026
Q1 		$414K Hold
5,231
– – 0.04% 174
2025
Q4 		$441K Sell
5,231
-374
-7% -$29.6K 0.04% 169
2025
Q3 		$438K Buy
5,605
+840
+18% +$63.3K 0.04% 167
2025
Q2 		$341K Buy
+4,765
New +$302K 0.04% 187

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

Shepherd Financial Partners's KBWB Position: Q2 2026 in Review

Shepherd Financial Partners reduced its Invesco KBW Bank ETF (KBWB) stake by 16% in Q2 2026, selling an estimated $73K and leaving 4,396 shares worth $409K. The position accounts for 0.03% of the portfolio, ranked #181.

Shepherd Financial Partners first reported a position in KBWB in Q2 2025 and has held it in 5 quarters since. The position peaked at $441K in Q4 2025. 338 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • Shepherd Financial Partners held 4,396 shares of Invesco KBW Bank ETF worth $409K as of Q2 2026.
  • Shepherd Financial Partners sold 835 Invesco KBW Bank ETF shares in Q2 2026, an estimated $73K.
  • Invesco KBW Bank ETF made up 0.03% of Shepherd Financial Partners's portfolio in Q2 2026, its #181 holding.
  • Shepherd Financial Partners first reported a position in Invesco KBW Bank ETF in Q2 2025 and has held it in 5 quarters since.
  • Shepherd Financial Partners's Invesco KBW Bank ETF position peaked at $441K in Q4 2025.
  • 338 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.