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 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

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

Farther Finance Advisors's KBWB Position: Q2 2026 in Review

Farther Finance Advisors increased its Invesco KBW Bank ETF (KBWB) stake by 64% in Q2 2026, buying an estimated $911K and bringing the position to 26,805 shares worth $2.49M. The position accounts for 0.02% of the portfolio, ranked #644.

Farther Finance Advisors first reported a position in KBWB in Q2 2023 and has held it in 10 quarters since. 338 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

Farther Finance Advisors held 26,805 shares of Invesco KBW Bank ETF worth $2.49M as of Q2 2026.
Farther Finance Advisors bought 10,416 Invesco KBW Bank ETF shares in Q2 2026, an estimated $911K.
Invesco KBW Bank ETF made up 0.02% of Farther Finance Advisors's portfolio in Q2 2026, its #644 holding.
Farther Finance Advisors first reported a position in Invesco KBW Bank ETF in Q2 2023 and has held it in 10 quarters since.
338 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.