SignatureFD’s Invesco KBW Bank ETF KBWB Stock Holding History

SignatureFD’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	$2.44K	Hold	28	–	–	﹤0.01%	3143
2026 Q2	$2.6K	Hold	28	–	–	﹤0.01%	3078
2026 Q1	$2.22K	Buy	+28	New	+$2.34K	﹤0.01%	3041
2023 Q1	–	Sell	-32	Closed	-$1.65K	–	3341
2022 Q4	$1.65K	Buy	32 +21	+191%	+$1.1K	﹤0.01%	2865
2022 Q3	$1K	Hold	11	–	–	﹤0.01%	2981
2022 Q2	$1K	Buy	11 +2	+22%	+$115	﹤0.01%	2939
2022 Q1	$1K	Buy	+9	New	+$624	﹤0.01%	3011
2016 Q1	–	Sell	-5,037	Closed	-$189K	–	1410
2015 Q4	$189K	Buy	5,037 +60	+1%	+$2.28K	0.04%	143
2015 Q3	$179K	Hold	4,977	–	–	0.04%	148
2015 Q2	$198K	Buy	4,977 +1,574	+46%	+$61.2K	0.04%	147
2015 Q1	$126K	Buy	3,403 +1,058	+45%	+$38.7K	0.03%	176
2014 Q4	$90K	Buy	+2,345	New	+$86.8K	0.02%	213

Other funds holding KBWB

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Edmond de Rothschild Holding Chambesy, Switzerland $8.18B AUM 23.81% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

SignatureFD's KBWB Position: Q3 2026 in Review

SignatureFD held its Invesco KBW Bank ETF (KBWB) position steady in Q3 2026 at 28 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #3143.

SignatureFD first reported a position in KBWB in Q4 2014 and has held it in 12 quarters since. The position peaked at $198K in Q2 2015. 229 funds tracked by Wall St. Rank hold KBWB as of Q3 2026.

SignatureFD held 28 shares of Invesco KBW Bank ETF worth $2.44K as of Q3 2026.
SignatureFD left its Invesco KBW Bank ETF share count unchanged in Q3 2026.
Invesco KBW Bank ETF made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #3143 holding.
SignatureFD first reported a position in Invesco KBW Bank ETF in Q4 2014 and has held it in 12 quarters since.
SignatureFD's Invesco KBW Bank ETF position peaked at $198K in Q2 2015.
229 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.