Ken Fisher's KBWB Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 3.86 M shares of Invesco KBW Bank ETF (KBWB) worth $305.78 M, representing 0.10% of the portfolio. First purchased in 2022-Q3, this medium-term investment has been held for 15 quarters.
Based on 13F filings, Ken Fisher has maintained a strategic position in KBWB, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2023, adding 1.09 M shares. Largest reduction occurred in Q1 2025, reducing 180,859 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher'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 Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +296,580 | Add 8.31% | 3.86 M | $79.12 |
| Q4 2025 | +303,052 | Add 9.28% | 3.57 M | $84.29 |
| Q3 2025 | +273,692 | Add 9.15% | 3.27 M | $78.21 |
| Q2 2025 | +379,830 | Add 14.54% | 2.99 M | $71.62 |
| Q1 2025 | -180,859 | Reduce 6.48% | 2.61 M | $62.77 |
| Q4 2024 | +262,848 | Add 10.39% | 2.79 M | $65.35 |
| Q3 2024 | +262,800 | Add 11.59% | 2.53 M | $58.61 |
| Q2 2024 | +319,240 | Add 16.39% | 2.27 M | $53.50 |
| Q1 2024 | +354,436 | Add 22.25% | 1.95 M | $53.66 |
| Q4 2023 | +392,919 | Add 32.74% | 1.59 M | $49.19 |
| Q3 2023 | +1.09 M | Add 947.92% | 1.2 M | $40.07 |
| Q2 2023 | +36,985 | Add 47.69% | 114,537 | $41.05 |
| Q1 2023 | +6,615 | Add 9.33% | 77,552 | $41.97 |
| Q4 2022 | +63,003 | Add 794.09% | 70,937 | $51.62 |
| Q3 2022 | +7,934 | New Buy | 7,934 | $49.16 |
Ken Fisher's Invesco KBW Bank ETF Investment FAQs
Ken Fisher first purchased Invesco KBW Bank ETF (KBWB) in Q3 2022, acquiring 7,934 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held Invesco KBW Bank ETF (KBWB) for 15 quarters since Q3 2022.
Ken Fisher's largest addition to Invesco KBW Bank ETF (KBWB) was in Q3 2023, adding 1,200,256 shares worth $48.09 M.
According to the latest 13F filing for Q1 2026, Ken Fisher's firm, Fisher Asset Management, LLC, owns 3,864,794 shares of Invesco KBW Bank ETF (KBWB), valued at approximately $305.78 M.
As of the Q1 2026 filing, Invesco KBW Bank ETF (KBWB) represents approximately 0.10% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.
Ken Fisher's peak holding in Invesco KBW Bank ETF (KBWB) was 3,864,794 shares, as reported at the end of Q1 2026.