Jefferies Group's KBWB Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 4,588 shares of Invesco KBW Bank ETF (KBWB) worth $363,003, representing 0.00% of the portfolio. First purchased in 2024-Q2, this short-term holding has been held for 8 quarters.
Based on 13F filings, Jefferies Group has maintained this position in KBWB for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2024, adding 22,480 shares. Largest reduction occurred in Q2 2025, reducing 19,680 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Invesco KBW Bank ETF (KBWB) Holding Value Over Time
Track share changes against reported price movement
Quarterly Invesco KBW Bank ETF (KBWB) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -4,600 | Reduce 50.07% | 4,588 | $79.12 |
| Q4 2025 | +663 | Add 7.78% | 9,188 | $84.29 |
| Q3 2025 | +675 | Add 8.60% | 8,525 | $78.21 |
| Q2 2025 | -19,680 | Reduce 71.49% | 7,850 | $71.62 |
| Q1 2025 | -1,850 | Reduce 6.30% | 27,530 | $62.77 |
| Q4 2024 | +22,480 | Add 325.80% | 29,380 | $65.35 |
| Q3 2024 | +405 | Add 6.24% | 6,900 | $58.61 |
| Q2 2024 | +6,495 | New Buy | 6,495 | $53.50 |
Jefferies Group's Invesco KBW Bank ETF Investment FAQs
Jefferies Group first purchased Invesco KBW Bank ETF (KBWB) in Q2 2024, acquiring 6,495 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Invesco KBW Bank ETF (KBWB) for 8 quarters since Q2 2024.
Jefferies Group's largest addition to Invesco KBW Bank ETF (KBWB) was in Q4 2024, adding 29,380 shares worth $1.92 M.
According to the latest 13F filing for Q1 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 4,588 shares of Invesco KBW Bank ETF (KBWB), valued at approximately $363,003.
As of the Q1 2026 filing, Invesco KBW Bank ETF (KBWB) represents approximately 0.00% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Invesco KBW Bank ETF (KBWB) was 29,380 shares, as reported at the end of Q4 2024.