Wilmington Savings Fund Society’s Invesco KBW Bank ETF KBWB Stock Holding History

Wilmington Savings Fund Society’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	–	Sell	-158	Closed	-$12.5K	–	1528
2026 Q1	$12.5K	Sell	158 -177	-53%	-$14.8K	﹤0.01%	1156
2025 Q4	$28.2K	Hold	335	–	–	﹤0.01%	1001
2025 Q3	$26.2K	Sell	335 -4,662	-93%	-$351K	﹤0.01%	1017
2025 Q2	$358K	Sell	4,997 -146	-3%	-$9.26K	0.01%	669
2025 Q1	$323K	Buy	5,143 +758	+17%	+$51K	0.01%	683
2024 Q4	$287K	Buy	4,385 +264	+6%	+$17.3K	0.01%	715
2024 Q3	$242K	Buy	+4,121	New	+$235K	﹤0.01%	766

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

Wilmington Savings Fund Society's KBWB Position: Q2 2026 in Review

Wilmington Savings Fund Society sold out of Invesco KBW Bank ETF (KBWB) in Q2 2026, closing a stake of 158 shares — an estimated $12.5K sold.

Wilmington Savings Fund Society first reported a position in KBWB in Q3 2024 and held it in 7 quarters. The position peaked at $358K in Q2 2025. 339 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

Wilmington Savings Fund Society reported no remaining Invesco KBW Bank ETF position as of Q2 2026 after selling out during the quarter.
Wilmington Savings Fund Society sold 158 Invesco KBW Bank ETF shares in Q2 2026, an estimated $12.5K.
Wilmington Savings Fund Society first reported a position in Invesco KBW Bank ETF in Q3 2024 and held it in 7 quarters.
Wilmington Savings Fund Society's Invesco KBW Bank ETF position peaked at $358K in Q2 2025.
339 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.