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Finley Financial’s Invesco KBW Bank ETF KBWB Stock Holding History

Finley Financial’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 		$209K Hold
2,250
– – 0.08% 67
2026
Q1 		$178K Hold
2,250
– – 0.08% 66
2025
Q4 		$190K Hold
2,250
– – 0.09% 68
2025
Q3 		$176K Hold
2,250
– – 0.08% 70
2025
Q2 		$161K Hold
2,250
– – 0.08% 71
2025
Q1 		$137K Hold
2,250
– – 0.08% 73
2024
Q4 		$156K Buy
+2,250
New +$147K 0.08% 74

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
TI
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
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Finley Financial's KBWB Position: Q2 2026 in Review

Finley Financial held its Invesco KBW Bank ETF (KBWB) position steady in Q2 2026 at 2,250 shares worth $209K. The position accounts for 0.08% of the portfolio, ranked #67.

Finley Financial first reported a position in KBWB in Q4 2024 and has held it in 7 quarters since. 39 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • Finley Financial held 2,250 shares of Invesco KBW Bank ETF worth $209K as of Q2 2026.
  • Finley Financial left its Invesco KBW Bank ETF share count unchanged in Q2 2026.
  • Invesco KBW Bank ETF made up 0.08% of Finley Financial's portfolio in Q2 2026, its #67 holding.
  • Finley Financial first reported a position in Invesco KBW Bank ETF in Q4 2024 and has held it in 7 quarters since.
  • 39 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Finley Financial's 13F filing for Q2 2026, filed 8 Jul 2026.