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Tidemark’s Invesco KBW Bank ETF KBWB Stock Holding History

Tidemark’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 		– Sell
-194
Closed -$16.4K – 912
2025
Q4 		$16.4K Hold
194
– – ﹤0.01% 378
2025
Q3 		$15.2K Hold
194
– – ﹤0.01% 406
2025
Q2 		$13.9K Hold
194
– – ﹤0.01% 410
2025
Q1 		$12.2K Hold
194
– – ﹤0.01% 408
2024
Q4 		$12.7K Hold
194
– – ﹤0.01% 406
2024
Q3 		$11.4K Hold
194
– – ﹤0.01% 417
2024
Q2 		$10.4K Hold
194
– – ﹤0.01% 411
2024
Q1 		$10.4K Hold
194
– – 0.01% 439
2023
Q4 		$9.54K Buy
+194
New +$8.21K 0.01% 431

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

Tidemark's KBWB Position: Q1 2026 in Review

Tidemark sold out of Invesco KBW Bank ETF (KBWB) in Q1 2026, closing a stake of 194 shares — an estimated $16.4K sold.

Tidemark first reported a position in KBWB in Q4 2023 and held it in 9 quarters. The position peaked at $16.4K in Q4 2025. 301 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

  • Tidemark reported no remaining Invesco KBW Bank ETF position as of Q1 2026 after selling out during the quarter.
  • Tidemark sold 194 Invesco KBW Bank ETF shares in Q1 2026, an estimated $16.4K.
  • Tidemark first reported a position in Invesco KBW Bank ETF in Q4 2023 and held it in 9 quarters.
  • Tidemark's Invesco KBW Bank ETF position peaked at $16.4K in Q4 2025.
  • 301 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on Tidemark's 13F filing for Q1 2026, filed 7 May 2026.