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Vermillion & White Wealth Management Group’s Invesco KBW Bank ETF KBWB Stock Holding History

Vermillion & White Wealth Management Group’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 		$5.34M Buy
57,231
+1,660
+3% +$145K 2.7% 10
2026
Q1 		$4.4M Buy
55,571
+3,384
+6% +$283K 2.53% 11
2025
Q4 		$4.42M Buy
52,187
+2,163
+4% +$171K 2.4% 10
2025
Q3 		$3.91M Buy
+50,024
New +$3.77M 2.23% 10

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

Vermillion & White Wealth Management Group's KBWB Position: Q2 2026 in Review

Vermillion & White Wealth Management Group increased its Invesco KBW Bank ETF (KBWB) stake by 3% in Q2 2026, buying an estimated $145K and bringing the position to 57,231 shares worth $5.34M. The position accounts for 2.7% of the portfolio, ranked #10.

Vermillion & White Wealth Management Group first reported a position in KBWB in Q3 2025 and has held it in 4 quarters since. 338 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • Vermillion & White Wealth Management Group held 57,231 shares of Invesco KBW Bank ETF worth $5.34M as of Q2 2026.
  • Vermillion & White Wealth Management Group bought 1,660 Invesco KBW Bank ETF shares in Q2 2026, an estimated $145K.
  • Invesco KBW Bank ETF made up 2.7% of Vermillion & White Wealth Management Group's portfolio in Q2 2026, its #10 holding.
  • Vermillion & White Wealth Management Group first reported a position in Invesco KBW Bank ETF in Q3 2025 and has held it in 4 quarters since.
  • 338 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q2 2026, filed 19 Aug 2026.