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
Q2 		$291K Sell
3,127
-463
-13% -$40.5K ﹤0.01% 2281
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

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

Focus Partners Wealth's KBWB Position: Q2 2026 in Review

Focus Partners Wealth reduced its Invesco KBW Bank ETF (KBWB) stake by 13% in Q2 2026, selling an estimated $40.5K and leaving 3,127 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #2281.

Focus Partners Wealth first reported a position in KBWB in Q4 2024 and has held it in 4 quarters since. The position peaked at $418K in Q4 2025. 339 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • Focus Partners Wealth held 3,127 shares of Invesco KBW Bank ETF worth $291K as of Q2 2026.
  • Focus Partners Wealth sold 463 Invesco KBW Bank ETF shares in Q2 2026, an estimated $40.5K.
  • Invesco KBW Bank ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2281 holding.
  • Focus Partners Wealth first reported a position in Invesco KBW Bank ETF in Q4 2024 and has held it in 4 quarters since.
  • Focus Partners Wealth's Invesco KBW Bank ETF position peaked at $418K in Q4 2025.
  • 339 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.