Tanager Wealth Management’s Invesco KBW Bank ETF KBWB Stock Holding History

Tanager Wealth Management’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 Q3	$528K	Hold	6,057	–	–	0.04%	95
2026 Q2	$563K	Hold	6,057	–	–	0.05%	91
2026 Q1	$479K	Hold	6,057	–	–	0.05%	86
2025 Q4	$511K	Hold	6,057	–	–	0.05%	79
2025 Q3	$474K	Hold	6,057	–	–	0.05%	78
2025 Q2	$434K	Hold	6,057	–	–	0.05%	81
2025 Q1	$380K	Hold	6,057	–	–	0.05%	81
2024 Q4	$396K	Buy	+6,057	New	+$396K	0.05%	73

Other funds holding KBWB

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Ledyard National Bank $1.27B AUM 18.28% 1-Year Est. Return

RFG Holdings Argyle, Texas $481M AUM 18.99% 1-Year Est. Return

Tanager Wealth Management's KBWB Position: Q3 2026 in Review

Tanager Wealth Management held its Invesco KBW Bank ETF (KBWB) position steady in Q3 2026 at 6,057 shares worth $528K. The position accounts for 0.04% of the portfolio, ranked #95.

Tanager Wealth Management first reported a position in KBWB in Q4 2024 and has held it in 8 quarters since. The position peaked at $563K in Q2 2026. 201 funds tracked by Wall St. Rank hold KBWB as of Q3 2026.

Tanager Wealth Management held 6,057 shares of Invesco KBW Bank ETF worth $528K as of Q3 2026.
Tanager Wealth Management left its Invesco KBW Bank ETF share count unchanged in Q3 2026.
Invesco KBW Bank ETF made up 0.04% of Tanager Wealth Management's portfolio in Q3 2026, its #95 holding.
Tanager Wealth Management first reported a position in Invesco KBW Bank ETF in Q4 2024 and has held it in 8 quarters since.
Tanager Wealth Management's Invesco KBW Bank ETF position peaked at $563K in Q2 2026.
201 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q3 2026.

Based on Tanager Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.