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Founders Financial Securities’s Invesco KBW Bank ETF KBWB Stock Holding History

Founders Financial Securities’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 		$2.37M Sell
25,464
-7,034
-22% -$615K 0.12% 165
2026
Q1 		$2.78M Buy
32,498
+895
+3% +$74.8K 0.16% 131
2025
Q4 		$2.66M Buy
31,603
+688
+2% +$54.4K 0.16% 128
2025
Q3 		$2.42M Buy
30,915
+329
+1% +$24.8K 0.16% 125
2025
Q2 		$2.19M Buy
30,586
+7,902
+35% +$501K 0.17% 119
2025
Q1 		$1.37M Sell
22,684
-91
-0.4% -$6.12K 0.12% 180
2024
Q4 		$1.49M Buy
+22,775
New +$1.49M 0.13% 136

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

Founders Financial Securities's KBWB Position: Q2 2026 in Review

Founders Financial Securities reduced its Invesco KBW Bank ETF (KBWB) stake by 22% in Q2 2026, selling an estimated $615K and leaving 25,464 shares worth $2.37M. The position accounts for 0.12% of the portfolio, ranked #165.

Founders Financial Securities first reported a position in KBWB in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.78M in Q1 2026. 338 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • Founders Financial Securities held 25,464 shares of Invesco KBW Bank ETF worth $2.37M as of Q2 2026.
  • Founders Financial Securities sold 7,034 Invesco KBW Bank ETF shares in Q2 2026, an estimated $615K.
  • Invesco KBW Bank ETF made up 0.12% of Founders Financial Securities's portfolio in Q2 2026, its #165 holding.
  • Founders Financial Securities first reported a position in Invesco KBW Bank ETF in Q4 2024 and has held it in 7 quarters since.
  • Founders Financial Securities's Invesco KBW Bank ETF position peaked at $2.78M in Q1 2026.
  • 338 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.