Summit Trail Advisors »

Powershares Etf Trust kbw bk port shares owned by Summit Trail Advisors

Quarter-by-quarter ownership of Powershares Etf Trust kbw bk port (KBWB) shares owned by Summit Trail Advisors from 13F filings

Historical chart of Summit Trail Advisors investment in Powershares Etf Trust kbw bk port

Tip: Access up to 7 years of quarterly data

All positions including Powershares Etf Trust kbw bk port held by Summit Trail Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Powershares Etf Trust kbw bk port by Summit Trail Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $50M 639k 78.21
2025-06-30 $34M 473k 71.62
2025-03-31 $42M 673k 62.77
2024-12-31 $20M 307k 65.35

More positions owned by Summit Trail Advisors

Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Broadcom (AVGO)
Ishares Tr 3yrtb Etf (ISHG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amphenol Corp Cl A (APH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Summit Trail Advisors

Top funds holding Powershares Etf Trust kbw bk port

Jpmorgan Chase & Co
Harel Insurance Investments & Financial Services
Clal Insurance Enterprises Holdings
Migdal Insurance & Financial Holdings
Fisher Investments
Menora Mivtachim Holdings
Goldman Sachs Group
Wharton Business Group
Two Sigma Investments
Morgan Stanley
Temasek Holdings
Fiduciary Trust Company
Advisor Group Holdings
Congress Wealth Management LLC / DE /
Royal Bank of Canada

View all funds holding Powershares Etf Trust kbw bk port