SGK
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Steigerwald Gordon & Koch’s Invesco KBW Bank ETF KBWB Stock Holding History

Steigerwald Gordon & Koch’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
Q1 		$237 Hold
3
– – ﹤0.01% 754
2025
Q4 		$253 Hold
3
– – ﹤0.01% 889
2025
Q3 		$235 Buy
+3
New +$226 ﹤0.01% 791

Other funds holding KBWB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Steigerwald Gordon & Koch's KBWB Position: Q1 2026 in Review

Steigerwald Gordon & Koch held its Invesco KBW Bank ETF (KBWB) position steady in Q1 2026 at 3 shares worth $237. The position accounts for ﹤0.01% of the portfolio, ranked #754.

Steigerwald Gordon & Koch first reported a position in KBWB in Q3 2025 and has held it in 3 quarters since. The position peaked at $253 in Q4 2025. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

  • Steigerwald Gordon & Koch held 3 shares of Invesco KBW Bank ETF worth $237 as of Q1 2026.
  • Steigerwald Gordon & Koch left its Invesco KBW Bank ETF share count unchanged in Q1 2026.
  • Invesco KBW Bank ETF made up ﹤0.01% of Steigerwald Gordon & Koch's portfolio in Q1 2026, its #754 holding.
  • Steigerwald Gordon & Koch first reported a position in Invesco KBW Bank ETF in Q3 2025 and has held it in 3 quarters since.
  • Steigerwald Gordon & Koch's Invesco KBW Bank ETF position peaked at $253 in Q4 2025.
  • 300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q1 2026, filed 28 Apr 2026.