Foundations Investment Advisors’s Invesco KBW Bank ETF KBWB Stock Holding History

Foundations Investment 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
2026 Q2	$16.4M	Buy	176,038 +13,826	+9%	+$1.21M	0.17%	136
2026 Q1	$12.8M	Buy	162,212 +10,946	+7%	+$915K	0.16%	141
2025 Q4	$12.8M	Sell	151,266 -89,369	-37%	-$7.07M	0.17%	128
2025 Q3	$18.8M	Buy	240,635 +35,966	+18%	+$2.71M	0.27%	86
2025 Q2	$14.7M	Buy	204,669 +9,448	+5%	+$599K	0.23%	110
2025 Q1	$12.3M	Buy	+195,221	New	+$13.1M	0.23%	108

Other funds holding KBWB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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 Singapore $37.3B AUM 12.6% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Foundations Investment Advisors's KBWB Position: Q2 2026 in Review

Foundations Investment Advisors increased its Invesco KBW Bank ETF (KBWB) stake by 8.5% in Q2 2026, buying an estimated $1.21M and bringing the position to 176,038 shares worth $16.4M. The position accounts for 0.17% of the portfolio, ranked #136.

Foundations Investment Advisors first reported a position in KBWB in Q1 2025 and has held it in 6 quarters since. The position peaked at $18.8M in Q3 2025. 339 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

Foundations Investment Advisors held 176,038 shares of Invesco KBW Bank ETF worth $16.4M as of Q2 2026.
Foundations Investment Advisors bought 13,826 Invesco KBW Bank ETF shares in Q2 2026, an estimated $1.21M.
Invesco KBW Bank ETF made up 0.17% of Foundations Investment Advisors's portfolio in Q2 2026, its #136 holding.
Foundations Investment Advisors first reported a position in Invesco KBW Bank ETF in Q1 2025 and has held it in 6 quarters since.
Foundations Investment Advisors's Invesco KBW Bank ETF position peaked at $18.8M in Q3 2025.
339 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.