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Wellington-Altus USA’s Invesco KBW Bank ETF KBWB Stock Holding History

Wellington-Altus USA’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 		$18.2K Sell
230
-1,474
-87% -$129K 0.01% 513
2026
Q1 		$158K Buy
1,704
+1,474
+641% +$123K 0.09% 179
2025
Q4 		$19.4K Buy
+230
New +$18.2K 0.01% 490

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

Wellington-Altus USA's KBWB Position: Q2 2026 in Review

Wellington-Altus USA reduced its Invesco KBW Bank ETF (KBWB) stake by 87% in Q2 2026, selling an estimated $129K and leaving 230 shares worth $18.2K. The position accounts for 0.01% of the portfolio, ranked #513.

Wellington-Altus USA first reported a position in KBWB in Q4 2025 and has held it in 3 quarters since. The position peaked at $158K in Q1 2026. 339 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • Wellington-Altus USA held 230 shares of Invesco KBW Bank ETF worth $18.2K as of Q2 2026.
  • Wellington-Altus USA sold 1,474 Invesco KBW Bank ETF shares in Q2 2026, an estimated $129K.
  • Invesco KBW Bank ETF made up 0.01% of Wellington-Altus USA's portfolio in Q2 2026, its #513 holding.
  • Wellington-Altus USA first reported a position in Invesco KBW Bank ETF in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Invesco KBW Bank ETF position peaked at $158K in Q1 2026.
  • 339 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.