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Sunbelt Securities’s Invesco KBW Bank ETF KBWB Stock Holding History

Sunbelt Securities’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 		$105K Buy
1,330
+6
+0.5% +$502 0.01% 820
2025
Q4 		$112K Sell
1,324
-394
-23% -$31.2K 0.01% 790
2025
Q3 		$134K Sell
1,718
-57
-3% -$4.3K 0.01% 753
2025
Q2 		$116K Buy
1,775
+74
+4% +$4.69K 0.01% 734
2025
Q1 		$107K Sell
1,701
-74
-4% -$4.98K 0.01% 716
2024
Q4 		$116K Buy
1,775
+91
+5% +$5.95K 0.01% 733
2024
Q3 		$98.7K Buy
1,684
+10
+0.6% +$569 0.01% 769
2024
Q2 		$89.6K Buy
1,674
+11
+0.7% +$581 0.01% 762
2024
Q1 		$89.3K Buy
1,663
+11
+0.7% +$546 0.01% 738
2023
Q4 		$81.3K Buy
1,652
+11
+0.7% +$465 0.01% 719
2023
Q3 		$65.8K Buy
1,641
+13
+0.8% +$554 0.01% 748
2023
Q2 		$66.8K Buy
1,628
+15
+0.9% +$611 0.01% 731
2023
Q1 		$67.1K Buy
+1,613
New +$84.3K 0.01% 680

Other funds holding KBWB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Sunbelt Securities's KBWB Position: Q1 2026 in Review

Sunbelt Securities increased its Invesco KBW Bank ETF (KBWB) stake by 0.45% in Q1 2026, buying an estimated $502 and bringing the position to 1,330 shares worth $105K. The position accounts for 0.01% of the portfolio, ranked #820.

Sunbelt Securities first reported a position in KBWB in Q1 2023 and has held it in 13 quarters since. The position peaked at $134K in Q3 2025. 301 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

  • Sunbelt Securities held 1,330 shares of Invesco KBW Bank ETF worth $105K as of Q1 2026.
  • Sunbelt Securities bought 6 Invesco KBW Bank ETF shares in Q1 2026, an estimated $502.
  • Invesco KBW Bank ETF made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #820 holding.
  • Sunbelt Securities first reported a position in Invesco KBW Bank ETF in Q1 2023 and has held it in 13 quarters since.
  • Sunbelt Securities's Invesco KBW Bank ETF position peaked at $134K in Q3 2025.
  • 301 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.