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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

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
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
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
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
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 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. 339 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.
  • 339 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.