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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
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

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

Foundations Investment Advisors's KBWB Position: Q1 2026 in Review

Foundations Investment Advisors increased its Invesco KBW Bank ETF (KBWB) stake by 7.2% in Q1 2026, buying an estimated $915K and bringing the position to 162,212 shares worth $12.8M. The position accounts for 0.16% of the portfolio, ranked #141.

Foundations Investment Advisors first reported a position in KBWB in Q1 2025 and has held it in 5 quarters since. The position peaked at $18.8M in Q3 2025. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

  • Foundations Investment Advisors held 162,212 shares of Invesco KBW Bank ETF worth $12.8M as of Q1 2026.
  • Foundations Investment Advisors bought 10,946 Invesco KBW Bank ETF shares in Q1 2026, an estimated $915K.
  • Invesco KBW Bank ETF made up 0.16% of Foundations Investment Advisors's portfolio in Q1 2026, its #141 holding.
  • Foundations Investment Advisors first reported a position in Invesco KBW Bank ETF in Q1 2025 and has held it in 5 quarters since.
  • Foundations Investment Advisors's Invesco KBW Bank ETF position peaked at $18.8M in Q3 2025.
  • 300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.