Finley Financial
KBWB icon

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
Q3 		$196K Hold
2,250
– – 0.08% 69
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Ledyard National Bank
Ledyard National Bank $1.27B AUM 18.28% 1-Year Est. Return
RFG Holdings
RFG Holdings Argyle, Texas $481M AUM 18.99% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

Finley Financial's KBWB Position: Q3 2026 in Review

Finley Financial held its Invesco KBW Bank ETF (KBWB) position steady in Q3 2026 at 2,250 shares worth $196K. The position accounts for 0.08% of the portfolio, ranked #69.

Finley Financial first reported a position in KBWB in Q4 2024 and has held it in 8 quarters since. The position peaked at $209K in Q2 2026. 182 funds tracked by Wall St. Rank hold KBWB as of Q3 2026.

  • Finley Financial held 2,250 shares of Invesco KBW Bank ETF worth $196K as of Q3 2026.
  • Finley Financial left its Invesco KBW Bank ETF share count unchanged in Q3 2026.
  • Invesco KBW Bank ETF made up 0.08% of Finley Financial's portfolio in Q3 2026, its #69 holding.
  • Finley Financial first reported a position in Invesco KBW Bank ETF in Q4 2024 and has held it in 8 quarters since.
  • Finley Financial's Invesco KBW Bank ETF position peaked at $209K in Q2 2026.
  • 182 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q3 2026.

Based on Finley Financial's 13F filing for Q3 2026, filed 28 Oct 2026.