Vontobel Holding’s Invesco KBW Bank ETF KBWB Stock Holding History

Vontobel Holding’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	$1.33M	Buy	14,271 +771	+6%	+$67.4K	﹤0.01%	731
2026 Q1	$1.07M	Buy	+13,500	New	+$1.13M	﹤0.01%	642
2023 Q1	–	Sell	-6,000	Closed	-$310K	–	1105
2022 Q4	$310K	Buy	+6,000	New	+$315K	﹤0.01%	880
2022 Q2	–	Sell	-4,000	Closed	-$255K	–	1075
2022 Q1	$255K	Sell	4,000 -300	-7%	-$20.8K	﹤0.01%	943
2021 Q4	$292K	Hold	4,300	–	–	﹤0.01%	932
2021 Q3	$289K	Sell	4,300 -4,300	-50%	-$279K	﹤0.01%	949
2021 Q2	$554K	Buy	8,600 +3,600	+72%	+$237K	﹤0.01%	734
2021 Q1	$309K	Buy	+5,000	New	+$288K	﹤0.01%	796

Other funds holding KBWB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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 Singapore $37.3B AUM 12.6% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Vontobel Holding's KBWB Position: Q2 2026 in Review

Vontobel Holding increased its Invesco KBW Bank ETF (KBWB) stake by 5.7% in Q2 2026, buying an estimated $67.4K and bringing the position to 14,271 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #731.

Vontobel Holding first reported a position in KBWB in Q1 2021 and has held it in 8 quarters since. 338 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

Vontobel Holding held 14,271 shares of Invesco KBW Bank ETF worth $1.33M as of Q2 2026.
Vontobel Holding bought 771 Invesco KBW Bank ETF shares in Q2 2026, an estimated $67.4K.
Invesco KBW Bank ETF made up ﹤0.01% of Vontobel Holding's portfolio in Q2 2026, its #731 holding.
Vontobel Holding first reported a position in Invesco KBW Bank ETF in Q1 2021 and has held it in 8 quarters since.
338 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.