EWA
KBWB icon

EverSource Wealth Advisors’s Invesco KBW Bank ETF KBWB Stock Holding History

EverSource Wealth Advisors’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 		$1.22K Hold
13
– – ﹤0.01% 3900
2026
Q1 		$1.03K Buy
+13
New +$1.09K ﹤0.01% 3849
2025
Q2 		– Sell
-226
Closed -$14.2K – 4313
2025
Q1 		$14.2K Buy
+226
New +$15.2K ﹤0.01% 1895

Other funds holding KBWB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
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
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
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
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

EverSource Wealth Advisors's KBWB Position: Q2 2026 in Review

EverSource Wealth Advisors held its Invesco KBW Bank ETF (KBWB) position steady in Q2 2026 at 13 shares worth $1.22K. The position accounts for ﹤0.01% of the portfolio, ranked #3900.

EverSource Wealth Advisors first reported a position in KBWB in Q1 2025 and has held it in 3 quarters since. The position peaked at $14.2K in Q1 2025. 339 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • EverSource Wealth Advisors held 13 shares of Invesco KBW Bank ETF worth $1.22K as of Q2 2026.
  • EverSource Wealth Advisors left its Invesco KBW Bank ETF share count unchanged in Q2 2026.
  • Invesco KBW Bank ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3900 holding.
  • EverSource Wealth Advisors first reported a position in Invesco KBW Bank ETF in Q1 2025 and has held it in 3 quarters since.
  • EverSource Wealth Advisors's Invesco KBW Bank ETF position peaked at $14.2K in Q1 2025.
  • 339 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.