Waverly Advisors’s Invesco KBW Bank ETF KBWB Stock Holding History

Waverly Advisors’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	$284K	Sell	3,055 -436	-12%	-$38.1K	﹤0.01%	1442
2026 Q1	$276K	Buy	3,491 +477	+16%	+$39.9K	﹤0.01%	1339
2025 Q4	$254K	Buy	+3,014	New	+$238K	﹤0.01%	1279
2015 Q1	–	Sell	-673	Closed	-$26K	–	391
2014 Q4	$26K	Hold	673	–	–	0.01%	185
2014 Q3	$25K	Buy	673 +293	+77%	+$10.7K	0.01%	304
2014 Q2	$14K	Buy	+380	New	+$13.6K	0.01%	389

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

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

Waverly Advisors's KBWB Position: Q2 2026 in Review

Waverly Advisors reduced its Invesco KBW Bank ETF (KBWB) stake by 12% in Q2 2026, selling an estimated $38.1K and leaving 3,055 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #1442.

Waverly Advisors first reported a position in KBWB in Q2 2014 and has held it in 6 quarters since. 339 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

Waverly Advisors held 3,055 shares of Invesco KBW Bank ETF worth $284K as of Q2 2026.
Waverly Advisors sold 436 Invesco KBW Bank ETF shares in Q2 2026, an estimated $38.1K.
Invesco KBW Bank ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1442 holding.
Waverly Advisors first reported a position in Invesco KBW Bank ETF in Q2 2014 and has held it in 6 quarters since.
339 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.