Stifel Financial’s Invesco KBW Bank ETF KBWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $744K | Hold |
8,000
| – | – | ﹤0.01% | 2734 |
|
|
2026
Q1 | $633K | Buy |
+8,000
| New | +$669K | ﹤0.01% | 2717 |
|
|
2025
Q4 | – | Sell |
-8,295
| Closed | -$649K | – | 3637 |
|
|
2025
Q3 | $649K | Hold |
8,295
| – | – | ﹤0.01% | 2656 |
|
|
2025
Q2 | $594K | Hold |
8,295
| – | – | ﹤0.01% | 2672 |
|
|
2025
Q1 | $521K | Hold |
8,295
| – | – | ﹤0.01% | 2657 |
|
|
2024
Q4 | $542K | Buy |
+8,295
| New | +$542K | ﹤0.01% | 2620 |
|
|
2024
Q3 | – | Sell |
-8,295
| Closed | -$444K | – | 3417 |
|
|
2024
Q2 | $444K | Buy |
+8,295
| New | +$438K | ﹤0.01% | 2700 |
|
|
2023
Q3 | – | Sell |
-15,738
| Closed | -$646K | – | 3351 |
|
|
2023
Q2 | $646K | Sell |
15,738
-15,347
| -49% | -$625K | ﹤0.01% | 2369 |
|
|
2023
Q1 | $1.3M | Sell |
31,085
-34,597
| -53% | -$1.81M | ﹤0.01% | 1859 |
|
|
2022
Q4 | $3.39M | Buy |
65,682
+7,713
| +13% | +$405K | 0.01% | 1194 |
|
|
2022
Q3 | $2.85M | Buy |
57,969
+176
| +0.3% | +$9.6K | ﹤0.01% | 1236 |
|
|
2022
Q2 | $2.99M | Buy |
57,793
+106
| +0.2% | +$6.08K | ﹤0.01% | 1227 |
|
|
2022
Q1 | $3.68M | Buy |
57,687
+1,772
| +3% | +$123K | 0.01% | 1222 |
|
|
2021
Q4 | $3.79M | Sell |
55,915
-1,239
| -2% | -$86.7K | 0.01% | 1220 |
|
|
2021
Q3 | $3.83M | Sell |
57,154
-2,548
| -4% | -$165K | 0.01% | 1163 |
|
|
2021
Q2 | $3.85M | Sell |
59,702
-892
| -1% | -$58.6K | 0.01% | 1160 |
|
|
2021
Q1 | $3.75M | Sell |
60,594
-99,056
| -62% | -$5.7M | 0.01% | 1121 |
|
|
2020
Q4 | $8.04M | Buy |
159,650
+56,531
| +55% | +$2.52M | 0.01% | 662 |
|
|
2020
Q3 | $3.87M | Buy |
103,119
+71,321
| +224% | +$2.76M | 0.01% | 884 |
|
|
2020
Q2 | $1.22M | Buy |
31,798
+22,802
| +253% | +$852K | ﹤0.01% | 1423 |
|
|
2020
Q1 | $302K | Sell |
8,996
-13,956
| -61% | -$684K | ﹤0.01% | 2183 |
|
|
2019
Q4 | $1.34M | Buy |
22,952
+16,936
| +282% | +$933K | ﹤0.01% | 1619 |
|
|
2019
Q3 | $310K | Hold |
6,016
| – | – | ﹤0.01% | 2426 |
|
|
2019
Q2 | $303K | Sell |
6,016
-100
| -2% | -$5.03K | ﹤0.01% | 2494 |
|
|
2019
Q1 | $295K | Sell |
6,116
-150,569
| -96% | -$7.47M | ﹤0.01% | 2375 |
|
|
2018
Q4 | $6.89M | Buy |
+156,685
| New | +$7.85M | 0.02% | 622 |
|
|
2017
Q2 | – | Sell |
-58,931
| Closed | -$2.81M | – | 2587 |
|
|
2017
Q1 | $2.81M | Buy |
58,931
+23,132
| +65% | +$1.12M | 0.01% | 949 |
|
|
2016
Q4 | $1.69M | Buy |
+35,799
| New | +$1.52M | 0.01% | 1101 |
|
Other funds holding KBWB
MIFH
CI
WBG
Stifel Financial's KBWB Position: Q2 2026 in Review
Stifel Financial held its Invesco KBW Bank ETF (KBWB) position steady in Q2 2026 at 8,000 shares worth $744K. The position accounts for ﹤0.01% of the portfolio, ranked #2734.
Stifel Financial first reported a position in KBWB in Q4 2016 and has held it in 28 quarters since. The position peaked at $8.04M in Q4 2020. 338 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.
- Stifel Financial held 8,000 shares of Invesco KBW Bank ETF worth $744K as of Q2 2026.
- Stifel Financial left its Invesco KBW Bank ETF share count unchanged in Q2 2026.
- Invesco KBW Bank ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2734 holding.
- Stifel Financial first reported a position in Invesco KBW Bank ETF in Q4 2016 and has held it in 28 quarters since.
- Stifel Financial's Invesco KBW Bank ETF position peaked at $8.04M in Q4 2020.
- 338 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.
Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.