First Horizon Advisors’s Invesco KBW Bank ETF KBWB Stock Holding History

First Horizon 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
2025 Q2	$6.39K	Buy	89 +22	+33%	+$1.4K	﹤0.01%	1797
2025 Q1	$4.25K	Hold	67	–	–	﹤0.01%	1839
2024 Q4	$4.4K	Buy	+67	New	+$4.38K	﹤0.01%	1829

Other funds holding KBWB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Horizon Advisors's KBWB Position: Q2 2025 in Review

First Horizon Advisors increased its Invesco KBW Bank ETF (KBWB) stake by 33% in Q2 2025, buying an estimated $1.4K and bringing the position to 89 shares worth $6.39K. The position accounts for ﹤0.01% of the portfolio, ranked #1797.

First Horizon Advisors first reported a position in KBWB in Q4 2024 and has held it in 3 quarters since. 231 funds tracked by Wall St. Rank hold KBWB as of Q2 2025.

First Horizon Advisors held 89 shares of Invesco KBW Bank ETF worth $6.39K as of Q2 2025.
First Horizon Advisors bought 22 Invesco KBW Bank ETF shares in Q2 2025, an estimated $1.4K.
Invesco KBW Bank ETF made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #1797 holding.
First Horizon Advisors first reported a position in Invesco KBW Bank ETF in Q4 2024 and has held it in 3 quarters since.
231 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.