Y.D. More Investments’s Invesco KBW Bank ETF KBWB Stock Holding History

Y.D. More Investments’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	$64.1K	Hold	810	–	–	﹤0.01%	292
2025 Q4	$68.3K	Hold	810	–	–	﹤0.01%	278
2025 Q3	$63.4K	Hold	810	–	–	﹤0.01%	279
2025 Q2	$58K	Hold	810	–	–	﹤0.01%	297
2025 Q1	$50.8K	Hold	810	–	–	﹤0.01%	303
2024 Q4	$52.9K	Hold	810	–	–	﹤0.01%	295
2024 Q3	$47.5K	Hold	810	–	–	0.01%	290
2024 Q2	$43.3K	Hold	810	–	–	﹤0.01%	303
2024 Q1	$43.5K	Hold	810	–	–	0.01%	248
2023 Q4	$39.8K	Sell	810 -290	-26%	-$12.3K	0.01%	259
2023 Q3	$44.1K	Sell	1,100 -200	-15%	-$8.53K	0.01%	246
2023 Q2	$53.4K	Sell	1,300 -1,774	-58%	-$72.2K	0.01%	213
2023 Q1	$129K	Buy	3,074 +661	+27%	+$34.6K	0.03%	159
2022 Q4	$125K	Buy	+2,413	New	+$127K	0.03%	188

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

Y.D. More Investments's KBWB Position: Q1 2026 in Review

Y.D. More Investments held its Invesco KBW Bank ETF (KBWB) position steady in Q1 2026 at 810 shares worth $64.1K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

Y.D. More Investments first reported a position in KBWB in Q4 2022 and has held it in 14 quarters since. The position peaked at $129K in Q1 2023. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

Y.D. More Investments held 810 shares of Invesco KBW Bank ETF worth $64.1K as of Q1 2026.
Y.D. More Investments left its Invesco KBW Bank ETF share count unchanged in Q1 2026.
Invesco KBW Bank ETF made up ﹤0.01% of Y.D. More Investments's portfolio in Q1 2026, its #292 holding.
Y.D. More Investments first reported a position in Invesco KBW Bank ETF in Q4 2022 and has held it in 14 quarters since.
Y.D. More Investments's Invesco KBW Bank ETF position peaked at $129K in Q1 2023.
300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on Y.D. More Investments's 13F filing for Q1 2026, filed 4 May 2026.