Triumph Capital Management
KBWB icon

Triumph Capital Management’s Invesco KBW Bank ETF KBWB Stock Holding History

Triumph Capital 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 		$4.62K Hold
53
– – ﹤0.01% 1412
2026
Q2 		$4.93K Hold
53
– – ﹤0.01% 1351
2026
Q1 		$4.19K Hold
53
– – ﹤0.01% 1368
2025
Q4 		$4.47K Buy
+53
New +$4.19K ﹤0.01% 1297

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WBG
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Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Temasek Holdings
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Meitav Investment House
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Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Edmond de Rothschild Holding
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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Triumph Capital Management's KBWB Position: Q3 2026 in Review

Triumph Capital Management held its Invesco KBW Bank ETF (KBWB) position steady in Q3 2026 at 53 shares worth $4.62K. The position accounts for ﹤0.01% of the portfolio, ranked #1412.

Triumph Capital Management first reported a position in KBWB in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.93K in Q2 2026. 229 funds tracked by Wall St. Rank hold KBWB as of Q3 2026.

  • Triumph Capital Management held 53 shares of Invesco KBW Bank ETF worth $4.62K as of Q3 2026.
  • Triumph Capital Management left its Invesco KBW Bank ETF share count unchanged in Q3 2026.
  • Invesco KBW Bank ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #1412 holding.
  • Triumph Capital Management first reported a position in Invesco KBW Bank ETF in Q4 2025 and has held it in 4 quarters since.
  • Triumph Capital Management's Invesco KBW Bank ETF position peaked at $4.93K in Q2 2026.
  • 229 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.