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Farther Finance Advisors’s Invesco KBW Bank ETF KBWB Stock Holding History

Farther Finance 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
Q3 		$1.79M Sell
20,523
-6,282
-23% -$600K 0.01% 829
2026
Q2 		$2.49M Buy
26,805
+10,416
+64% +$911K 0.02% 644
2026
Q1 		$1.31M Sell
16,389
-12,305
-43% -$1.03M 0.01% 832
2025
Q4 		$2.42M Buy
28,694
+27,573
+2,460% +$2.18M 0.03% 520
2025
Q3 		$87.7K Sell
1,121
-122
-10% -$9.2K ﹤0.01% 2112
2025
Q2 		$89.1K Sell
1,243
-6,432
-84% -$408K ﹤0.01% 1821
2025
Q1 		$479K Buy
7,675
+156
+2% +$10.5K 0.01% 801
2024
Q4 		$491K Sell
7,519
-595
-7% -$38.9K 0.02% 591
2024
Q3 		$476K Buy
8,114
+7,115
+712% +$405K 0.02% 606
2024
Q2 		$53.8K Buy
+999
New +$52.7K ﹤0.01% 1389
2023
Q3 		– Sell
-1,000
Closed -$41K – 2660
2023
Q2 		$41K Buy
+1,000
New +$40.7K 0.01% 735

Other funds holding KBWB

AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
IA
IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $106M AUM
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Farther Finance Advisors's KBWB Position: Q3 2026 in Review

Farther Finance Advisors reduced its Invesco KBW Bank ETF (KBWB) stake by 23% in Q3 2026, selling an estimated $600K and leaving 20,523 shares worth $1.79M. The position accounts for 0.01% of the portfolio, ranked #829.

Farther Finance Advisors first reported a position in KBWB in Q2 2023 and has held it in 11 quarters since. The position peaked at $2.49M in Q2 2026. 27 funds tracked by Wall St. Rank hold KBWB as of Q3 2026.

  • Farther Finance Advisors held 20,523 shares of Invesco KBW Bank ETF worth $1.79M as of Q3 2026.
  • Farther Finance Advisors sold 6,282 Invesco KBW Bank ETF shares in Q3 2026, an estimated $600K.
  • Invesco KBW Bank ETF made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #829 holding.
  • Farther Finance Advisors first reported a position in Invesco KBW Bank ETF in Q2 2023 and has held it in 11 quarters since.
  • Farther Finance Advisors's Invesco KBW Bank ETF position peaked at $2.49M in Q2 2026.
  • 27 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.