FFA
KBWB icon

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
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 – 2661
2023
Q2 		$41K Buy
+1,000
New +$40.7K 0.01% 735

Other funds holding KBWB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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
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
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return