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 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

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

Wilmington Savings Fund Society's KBWB Position: Q1 2026 in Review

Wilmington Savings Fund Society reduced its Invesco KBW Bank ETF (KBWB) stake by 53% in Q1 2026, selling an estimated $14.8K and leaving 158 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1156.

Wilmington Savings Fund Society first reported a position in KBWB in Q3 2024 and has held it in 7 quarters since. The position peaked at $358K in Q2 2025. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

Wilmington Savings Fund Society held 158 shares of Invesco KBW Bank ETF worth $12.5K as of Q1 2026.
Wilmington Savings Fund Society sold 177 Invesco KBW Bank ETF shares in Q1 2026, an estimated $14.8K.
Invesco KBW Bank ETF made up ﹤0.01% of Wilmington Savings Fund Society's portfolio in Q1 2026, its #1156 holding.
Wilmington Savings Fund Society first reported a position in Invesco KBW Bank ETF in Q3 2024 and has held it in 7 quarters since.
Wilmington Savings Fund Society's Invesco KBW Bank ETF position peaked at $358K in Q2 2025.
300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q1 2026, filed 30 Apr 2026.