Ken Fisher KBWB Holdings History

Number of Shares
2.61 Mil
Current Holdings Value*
$163.93 Mil
% of Portfolio
0.07%
Total Estimate Gain
$58.17 Mil
% of Total Estimate Gain
43.06%

Ken Fisher's Invesco KBW Bank ETF Holding Summary

As of 2025-03-31, Fisher Asset Management, LLC held 2.61 Mil shares of Invesco KBW Bank ETF(KBWB), totaling $163.93 Mil. This investment constitutes 0.07% of their stock portfolio, and Fisher Asset Management, LLC now holds 4.57% of the outstanding Invesco KBW Bank ETF(KBWB) stock.

The initial trade took place in 2022Q3. And since then Ken Fisher has made 10 purchases of KBWB, at an average price of $48.38, for a total of 2.79 Mil shares. In addition, there have been 1 sales at an average price of $67.25 for 180,859.00 shares. Based on historical transaction data and KBWB's current price of $69.35, Ken Fisher's estimated gain on his KBWB holdings is $58.17 Mil, reflecting a 43.06% gain to date.

Ken Fisher KBWB ($69.35) Holding Chart

Ken Fisher KBWB ($69.35) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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