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WhitTier Trust Company’s Invesco KBW Bank ETF KBWB Stock Holding History

WhitTier Trust Company’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 		– Sell
-400
Closed -$35.5K – 1443
2025
Q4 		$35.5K Hold
400
– – ﹤0.01% 777
2025
Q3 		$31K Hold
400
– – ﹤0.01% 790
2025
Q2 		$28.6K Sell
400
-36
-8% -$2.28K ﹤0.01% 900
2025
Q1 		$27.4K Buy
+436
New +$29.3K ﹤0.01% 900

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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

WhitTier Trust Company's KBWB Position: Q1 2026 in Review

WhitTier Trust Company sold out of Invesco KBW Bank ETF (KBWB) in Q1 2026, closing a stake of 400 shares — an estimated $35.5K sold.

WhitTier Trust Company first reported a position in KBWB in Q1 2025 and held it in 4 quarters. The position peaked at $35.5K in Q4 2025. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

  • WhitTier Trust Company reported no remaining Invesco KBW Bank ETF position as of Q1 2026 after selling out during the quarter.
  • WhitTier Trust Company sold 400 Invesco KBW Bank ETF shares in Q1 2026, an estimated $35.5K.
  • WhitTier Trust Company first reported a position in Invesco KBW Bank ETF in Q1 2025 and held it in 4 quarters.
  • WhitTier Trust Company's Invesco KBW Bank ETF position peaked at $35.5K in Q4 2025.
  • 300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on WhitTier Trust Company's 13F filing for Q1 2026, filed 28 Apr 2026.