Truist Financial
KBWB icon

Truist Financial’s Invesco KBW Bank ETF KBWB Stock Holding History

Truist Financial’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 		$1.54M Buy
16,524
+1,777
+12% +$155K ﹤0.01% 1522
2026
Q1 		$1.17M Sell
14,747
-38
-0.3% -$3.18K ﹤0.01% 1618
2025
Q4 		$1.25M Sell
14,785
-185
-1% -$14.6K ﹤0.01% 1548
2025
Q3 		$1.17M Sell
14,970
-1,711
-10% -$129K ﹤0.01% 1591
2025
Q2 		$1.19M Sell
16,681
-383
-2% -$24.3K ﹤0.01% 1514
2025
Q1 		$1.07M Sell
17,064
-536
-3% -$36K ﹤0.01% 1486
2024
Q4 		$1.15M Sell
17,600
-308
-2% -$20.1K ﹤0.01% 1485
2024
Q3 		$1.05M Sell
17,908
-575
-3% -$32.7K ﹤0.01% 1498
2024
Q2 		$989K Sell
18,483
-217
-1% -$11.5K ﹤0.01% 1616
2024
Q1 		$1M Sell
18,700
-797
-4% -$39.6K ﹤0.01% 1610
2023
Q4 		$959K Buy
19,497
+278
+1% +$11.8K ﹤0.01% 1620
2023
Q3 		$770K Sell
19,219
-223
-1% -$9.51K ﹤0.01% 1681
2023
Q2 		$798K Buy
19,442
+1,518
+8% +$61.8K ﹤0.01% 1697
2023
Q1 		$752K Sell
17,924
-11,058
-38% -$578K ﹤0.01% 1716
2022
Q4 		$1.5M Buy
28,982
+5,884
+25% +$309K ﹤0.01% 1352
2022
Q3 		$1.14M Sell
23,098
-340
-1% -$18.6K ﹤0.01% 1438
2022
Q2 		$1.21M Sell
23,438
-235
-1% -$13.5K ﹤0.01% 1449
2022
Q1 		$1.51M Sell
23,673
-5,353
-18% -$371K ﹤0.01% 1419
2021
Q4 		$1.97M Sell
29,026
-46,628
-62% -$3.26M ﹤0.01% 1305
2021
Q3 		$5.08M Sell
75,654
-1,872
-2% -$121K 0.01% 873
2021
Q2 		$4.99M Sell
77,526
-392
-0.5% -$25.8K 0.01% 885
2021
Q1 		$4.82M Sell
77,918
-9,200
-11% -$530K 0.01% 845
2020
Q4 		$4.39M Sell
87,118
-5,810
-6% -$259K 0.01% 860
2020
Q3 		$3.48M Sell
92,928
-6,889
-7% -$267K 0.01% 857
2020
Q2 		$3.82M Sell
99,817
-1,622
-2% -$60.6K 0.01% 790
2020
Q1 		$3.4M Buy
101,439
+30,846
+44% +$1.51M 0.01% 784
2019
Q4 		$4.11M Buy
+70,593
New +$3.89M 0.01% 827

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

Truist Financial's KBWB Position: Q2 2026 in Review

Truist Financial increased its Invesco KBW Bank ETF (KBWB) stake by 12% in Q2 2026, buying an estimated $155K and bringing the position to 16,524 shares worth $1.54M. The position accounts for ﹤0.01% of the portfolio, ranked #1522.

Truist Financial first reported a position in KBWB in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.08M in Q3 2021. 338 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • Truist Financial held 16,524 shares of Invesco KBW Bank ETF worth $1.54M as of Q2 2026.
  • Truist Financial bought 1,777 Invesco KBW Bank ETF shares in Q2 2026, an estimated $155K.
  • Invesco KBW Bank ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1522 holding.
  • Truist Financial first reported a position in Invesco KBW Bank ETF in Q4 2019 and has held it in 27 quarters since.
  • Truist Financial's Invesco KBW Bank ETF position peaked at $5.08M in Q3 2021.
  • 338 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.