TWM
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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
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

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 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
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

Tanager Wealth Management's KBWB Position: Q2 2026 in Review

Tanager Wealth Management held its Invesco KBW Bank ETF (KBWB) position steady in Q2 2026 at 6,057 shares worth $563K. The position accounts for 0.05% of the portfolio, ranked #91.

Tanager Wealth Management first reported a position in KBWB in Q4 2024 and has held it in 7 quarters since. 339 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • Tanager Wealth Management held 6,057 shares of Invesco KBW Bank ETF worth $563K as of Q2 2026.
  • Tanager Wealth Management left its Invesco KBW Bank ETF share count unchanged in Q2 2026.
  • Invesco KBW Bank ETF made up 0.05% of Tanager Wealth Management's portfolio in Q2 2026, its #91 holding.
  • Tanager Wealth Management first reported a position in Invesco KBW Bank ETF in Q4 2024 and has held it in 7 quarters since.
  • 339 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Tanager Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.