Arax Advisory Partners’s Invesco KBW Bank ETF KBWB Stock Holding History

Arax Advisory Partners’s Portfolio KBWB Stock Details KBWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.52M	Buy	16,346 +16,294	+31,335%	+$1.43M	0.01%	975
2026 Q1	$4.12K	Buy	52 +22	+73%	+$1.84K	﹤0.01%	2879
2025 Q4	$2.53K	Buy	+30	New	+$2.37K	﹤0.01%	3180

Other funds holding KBWB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Arax Advisory Partners's KBWB Position: Q2 2026 in Review

Arax Advisory Partners increased its Invesco KBW Bank ETF (KBWB) stake by 31,335% in Q2 2026, buying an estimated $1.43M and bringing the position to 16,346 shares worth $1.52M. The position accounts for 0.01% of the portfolio, ranked #975.

Arax Advisory Partners first reported a position in KBWB in Q4 2025 and has held it in 3 quarters since. 339 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

Arax Advisory Partners held 16,346 shares of Invesco KBW Bank ETF worth $1.52M as of Q2 2026.
Arax Advisory Partners bought 16,294 Invesco KBW Bank ETF shares in Q2 2026, an estimated $1.43M.
Invesco KBW Bank ETF made up 0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #975 holding.
Arax Advisory Partners first reported a position in Invesco KBW Bank ETF in Q4 2025 and has held it in 3 quarters since.
339 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.