Focus Partners Wealth
KBWB icon

Focus Partners Wealth’s Invesco KBW Bank ETF KBWB Stock Holding History

Focus Partners Wealth’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 		$284K Sell
3,590
-1,366
-28% -$114K ﹤0.01% 2224
2025
Q4 		$418K Buy
+4,956
New +$392K ﹤0.01% 2031
2025
Q1 		– Sell
-3,345
Closed -$219K – 1984
2024
Q4 		$219K Buy
+3,345
New +$219K ﹤0.01% 1687

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 $1.56T 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 $871B 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 $16.6B AUM 68.34% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Focus Partners Wealth's KBWB Position: Q1 2026 in Review

Focus Partners Wealth reduced its Invesco KBW Bank ETF (KBWB) stake by 28% in Q1 2026, selling an estimated $114K and leaving 3,590 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #2224.

Focus Partners Wealth first reported a position in KBWB in Q4 2024 and has held it in 3 quarters since. The position peaked at $418K in Q4 2025. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

  • Focus Partners Wealth held 3,590 shares of Invesco KBW Bank ETF worth $284K as of Q1 2026.
  • Focus Partners Wealth sold 1,366 Invesco KBW Bank ETF shares in Q1 2026, an estimated $114K.
  • Invesco KBW Bank ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2224 holding.
  • Focus Partners Wealth first reported a position in Invesco KBW Bank ETF in Q4 2024 and has held it in 3 quarters since.
  • Focus Partners Wealth's Invesco KBW Bank ETF position peaked at $418K in Q4 2025.
  • 300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.