Wells Fargo
KBWB icon

Wells Fargo’s Invesco KBW Bank ETF KBWB Stock Holding History

Wells Fargo’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 		$53.5M Buy
676,010
+178,911
+36% +$15M 0.01% 929
2025
Q4 		$41.9M Buy
497,099
+68,291
+16% +$5.4M 0.01% 1048
2025
Q3 		$33.5M Buy
428,808
+11,004
+3% +$829K 0.01% 1144
2025
Q2 		$29.9M Buy
417,804
+9,099
+2% +$577K 0.01% 1147
2025
Q1 		$25.7M Buy
408,705
+42,519
+12% +$2.86M 0.01% 1172
2024
Q4 		$23.9M Buy
366,186
+60,150
+20% +$3.93M 0.01% 1235
2024
Q3 		$17.9M Sell
306,036
-7,124
-2% -$405K ﹤0.01% 1378
2024
Q2 		$16.8M Buy
313,160
+456
+0.1% +$24.1K ﹤0.01% 1353
2024
Q1 		$16.8M Sell
312,704
-181,356
-37% -$9M ﹤0.01% 1344
2023
Q4 		$24.3M Buy
494,060
+22,190
+5% +$939K 0.01% 1058
2023
Q3 		$18.9M Sell
471,870
-16,178
-3% -$690K 0.01% 1130
2023
Q2 		$20M Sell
488,048
-28,476
-6% -$1.16M 0.01% 1133
2023
Q1 		$21.7M Buy
516,524
+170,182
+49% +$8.9M 0.01% 1082
2022
Q4 		$17.9M Buy
346,342
+4,642
+1% +$244K 0.01% 1179
2022
Q3 		$16.8M Sell
341,700
-78,150
-19% -$4.26M 0.01% 1182
2022
Q2 		$21.7M Buy
419,850
+32,742
+8% +$1.88M 0.01% 1092
2022
Q1 		$24.7M Buy
387,108
+37,350
+11% +$2.59M 0.01% 1170
2021
Q4 		$23.7M Sell
349,758
-52,622
-13% -$3.68M 0.01% 1216
2021
Q3 		$27M Sell
402,380
-63,228
-14% -$4.1M 0.01% 1436
2021
Q2 		$30M Buy
465,608
+69,568
+18% +$4.57M 0.01% 1403
2021
Q1 		$24.5M Buy
396,040
+103,284
+35% +$5.95M 0.01% 1516
2020
Q4 		$14.7M Buy
292,756
+5,613
+2% +$251K ﹤0.01% 1778
2020
Q3 		$10.8M Sell
287,143
-18,539
-6% -$718K ﹤0.01% 1848
2020
Q2 		$11.7M Buy
305,682
+199,259
+187% +$7.45M ﹤0.01% 1734
2020
Q1 		$3.57M Sell
106,423
-5,885
-5% -$288K ﹤0.01% 2520
2019
Q4 		$6.54M Buy
112,308
+18,416
+20% +$1.01M ﹤0.01% 2329
2019
Q3 		$4.84M Sell
93,892
-2,679
-3% -$134K ﹤0.01% 2578
2019
Q2 		$4.87M Sell
96,571
-44,321
-31% -$2.23M ﹤0.01% 2601
2019
Q1 		$6.79M Buy
140,892
+46,508
+49% +$2.31M ﹤0.01% 2261
2018
Q4 		$4.15M Buy
94,384
+22,342
+31% +$1.12M ﹤0.01% 2615
2018
Q3 		$3.9M Buy
72,042
+1,809
+3% +$102K ﹤0.01% 2858
2018
Q2 		$3.77M Buy
70,233
+5,649
+9% +$314K ﹤0.01% 2943
2018
Q1 		$3.55M Buy
64,584
+11,335
+21% +$655K ﹤0.01% 2907
2017
Q4 		$2.93M Buy
53,249
+88
+0.2% +$4.65K ﹤0.01% 3065
2017
Q3 		$2.72M Sell
53,161
-26,240
-33% -$1.29M ﹤0.01% 3053
2017
Q2 		$3.92M Buy
79,401
+56,248
+243% +$2.66M ﹤0.01% 2627
2017
Q1 		$1.1M Buy
23,153
+22,079
+2,056% +$1.07M ﹤0.01% 3674
2016
Q4 		$51K Hold
1,074
– – ﹤0.01% 5368
2016
Q3 		$39K Buy
1,074
+264
+33% +$9.41K ﹤0.01% 5393
2016
Q2 		$27K Buy
+810
New +$28.1K ﹤0.01% 5411
2015
Q1 		– Sell
-1,400
Closed -$53K – 6261
2014
Q4 		$53K Buy
+1,400
New +$51.8K ﹤0.01% 4993

Other funds holding KBWB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
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
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
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Wells Fargo's KBWB Position: Q1 2026 in Review

Wells Fargo increased its Invesco KBW Bank ETF (KBWB) stake by 36% in Q1 2026, buying an estimated $15M and bringing the position to 676,010 shares worth $53.5M. The position accounts for 0.01% of the portfolio, ranked #929.

Wells Fargo first reported a position in KBWB in Q4 2014 and has held it in 41 quarters since. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

  • Wells Fargo held 676,010 shares of Invesco KBW Bank ETF worth $53.5M as of Q1 2026.
  • Wells Fargo bought 178,911 Invesco KBW Bank ETF shares in Q1 2026, an estimated $15M.
  • Invesco KBW Bank ETF made up 0.01% of Wells Fargo's portfolio in Q1 2026, its #929 holding.
  • Wells Fargo first reported a position in Invesco KBW Bank ETF in Q4 2014 and has held it in 41 quarters since.
  • 300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.