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Stonebridge Financial Group (Pennsylvania)’s Invesco KBW Bank ETF KBWB Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
2025
Q2 		– Sell
-157
Closed -$9.86K – 588
2025
Q1 		$9.86K Buy
+157
New +$10.6K ﹤0.01% 605

Other funds holding KBWB

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MIFH
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CI
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 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
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s KBWB Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Invesco KBW Bank ETF (KBWB) in Q2 2025, closing a stake of 157 shares — an estimated $9.86K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in KBWB in Q1 2025 and held it in 1 quarter. The position peaked at $9.86K in Q1 2025. 231 funds tracked by Wall St. Rank hold KBWB as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Invesco KBW Bank ETF position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 157 Invesco KBW Bank ETF shares in Q2 2025, an estimated $9.86K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Invesco KBW Bank ETF in Q1 2025 and held it in 1 quarter.
  • Stonebridge Financial Group (Pennsylvania)'s Invesco KBW Bank ETF position peaked at $9.86K in Q1 2025.
  • 231 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.