Ayalon Insurance Company’s Invesco KBW Bank ETF KBWB Stock Holding History

Ayalon Insurance Company’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	$2.31M	Buy	+24,800	New	+$2.17M	0.28%	49
2024 Q1	–	Sell	-501	Closed	-$25K	–	69
2023 Q4	$25K	Hold	501	–	–	0.01%	70
2023 Q3	$20K	Hold	501	–	–	0.01%	81
2023 Q2	$21K	Hold	501	–	–	0.01%	83
2023 Q1	$21K	Hold	501	–	–	0.01%	94
2022 Q4	$26K	Hold	501	–	–	0.01%	93
2022 Q3	$25K	Hold	501	–	–	0.01%	95
2022 Q2	$26K	Buy	501 +110	+28%	+$6.31K	0.01%	89
2022 Q1	$25K	Hold	391	–	–	0.01%	127
2021 Q4	$27K	Hold	391	–	–	0.01%	127
2021 Q3	$27K	Hold	391	–	–	0.01%	126
2021 Q2	$25K	Hold	391	–	–	0.01%	158
2021 Q1	$24K	Buy	391 +131	+50%	+$7.54K	0.01%	149
2020 Q4	$13K	Buy	260 +160	+160%	+$7.14K	0.01%	138
2020 Q3	$4K	Hold	100	–	–	﹤0.01%	125
2020 Q2	$4K	Sell	100 -670	-87%	-$25K	﹤0.01%	125
2020 Q1	$24K	Sell	770 -37,835	-98%	-$1.85M	0.02%	113
2019 Q4	$2.25M	Buy	+38,605	New	+$2.13M	1.36%	24

Other funds holding KBWB

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

LNB

Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

QFA

Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return

PWMG

Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Ayalon Insurance Company's KBWB Position: Q2 2026 in Review

Ayalon Insurance Company opened a new position in Invesco KBW Bank ETF (KBWB) in Q2 2026: 24,800 shares worth $2.31M. The stake represents 0.28% of the portfolio and ranks #49 among its holdings. This is a return to the name: Ayalon Insurance Company previously reported a position in KBWB as recently as Q4 2023.

Ayalon Insurance Company first reported a position in KBWB in Q4 2019 and has held it in 18 quarters since. 39 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

Ayalon Insurance Company held 24,800 shares of Invesco KBW Bank ETF worth $2.31M as of Q2 2026.
Invesco KBW Bank ETF was a new Ayalon Insurance Company position in Q2 2026.
Invesco KBW Bank ETF made up 0.28% of Ayalon Insurance Company's portfolio in Q2 2026, its #49 holding.
Ayalon Insurance Company first reported a position in Invesco KBW Bank ETF in Q4 2019 and has held it in 18 quarters since.
39 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Ayalon Insurance Company's 13F filing for Q2 2026, filed 13 Jul 2026.