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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Arax Advisory Partners's KBWB Position: Q1 2026 in Review

Arax Advisory Partners increased its Invesco KBW Bank ETF (KBWB) stake by 73% in Q1 2026, buying an estimated $1.84K and bringing the position to 52 shares worth $4.12K. The position accounts for ﹤0.01% of the portfolio, ranked #2879.

Arax Advisory Partners first reported a position in KBWB in Q4 2025 and has held it in 2 quarters since. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

Arax Advisory Partners held 52 shares of Invesco KBW Bank ETF worth $4.12K as of Q1 2026.
Arax Advisory Partners bought 22 Invesco KBW Bank ETF shares in Q1 2026, an estimated $1.84K.
Invesco KBW Bank ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #2879 holding.
Arax Advisory Partners first reported a position in Invesco KBW Bank ETF in Q4 2025 and has held it in 2 quarters since.
300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.