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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Waverly Advisors's KBWB Position: Q1 2026 in Review

Waverly Advisors increased its Invesco KBW Bank ETF (KBWB) stake by 16% in Q1 2026, buying an estimated $39.9K and bringing the position to 3,491 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #1339.

Waverly Advisors first reported a position in KBWB in Q2 2014 and has held it in 5 quarters since. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

Waverly Advisors held 3,491 shares of Invesco KBW Bank ETF worth $276K as of Q1 2026.
Waverly Advisors bought 477 Invesco KBW Bank ETF shares in Q1 2026, an estimated $39.9K.
Invesco KBW Bank ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1339 holding.
Waverly Advisors first reported a position in Invesco KBW Bank ETF in Q2 2014 and has held it in 5 quarters since.
300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.