Stifel Financial
KBWB icon

Stifel Financial’s Invesco KBW Bank ETF KBWB Stock Holding History

Stifel Financial’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 		$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

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

Stifel Financial's KBWB Position: Q1 2026 in Review

Stifel Financial opened a new position in Invesco KBW Bank ETF (KBWB) in Q1 2026: 8,000 shares worth $633K. The stake represents ﹤0.01% of the portfolio and ranks #2717 among its holdings. This is a return to the name: Stifel Financial previously reported a position in KBWB as recently as Q3 2025.

Stifel Financial first reported a position in KBWB in Q4 2016 and has held it in 27 quarters since. The position peaked at $8.04M in Q4 2020. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

  • Stifel Financial held 8,000 shares of Invesco KBW Bank ETF worth $633K as of Q1 2026.
  • Invesco KBW Bank ETF was a new Stifel Financial position in Q1 2026.
  • Invesco KBW Bank ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2717 holding.
  • Stifel Financial first reported a position in Invesco KBW Bank ETF in Q4 2016 and has held it in 27 quarters since.
  • Stifel Financial's Invesco KBW Bank ETF position peaked at $8.04M in Q4 2020.
  • 300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.