SVB Wealth’s Invesco KBW Bank ETF KBWB Stock Holding History

SVB Wealth’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	-319	Closed	-$20K	–	1089
2025 Q1	$20K	Buy	+319	New	+$21.5K	﹤0.01%	747

Other funds holding KBWB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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 Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

SVB Wealth's KBWB Position: Q2 2025 in Review

SVB Wealth sold out of Invesco KBW Bank ETF (KBWB) in Q2 2025, closing a stake of 319 shares — an estimated $20K sold.

SVB Wealth first reported a position in KBWB in Q1 2025 and held it in 1 quarter. The position peaked at $20K in Q1 2025. 231 funds tracked by Wall St. Rank hold KBWB as of Q2 2025.

SVB Wealth reported no remaining Invesco KBW Bank ETF position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 319 Invesco KBW Bank ETF shares in Q2 2025, an estimated $20K.
SVB Wealth first reported a position in Invesco KBW Bank ETF in Q1 2025 and held it in 1 quarter.
SVB Wealth's Invesco KBW Bank ETF position peaked at $20K in Q1 2025.
231 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.