Ken Fisher KBWB Holdings History

Number of Shares
4.15 Mil
Current Holdings Value*
$385.78 Mil
% of Portfolio
0.11%
Total Estimate Gain
$163.90 Mil
% of Total Estimate Gain
64.68%

Ken Fisher's Invesco KBW Bank ETF Holding Summary

As of 2026-06-30, Fisher Asset Management, LLC held 4.15 Mil shares of Invesco KBW Bank ETF(KBWB), totaling $385.78 Mil. This investment constitutes 0.11% of their stock portfolio, and Fisher Asset Management, LLC now holds 5.95% of the outstanding Invesco KBW Bank ETF(KBWB) stock.

The initial trade took place in 2022Q3. And since then Ken Fisher has made 15 purchases of KBWB, at an average price of $58.53, for a total of 4.33 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 $97.65, Ken Fisher's estimated gain on his KBWB holdings is $163.90 Mil, reflecting a 64.68% gain to date.

Ken Fisher KBWB ($97.65) Holding Chart

Ken Fisher KBWB ($97.65) 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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