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Harbor Investment Advisory’s Invesco KBW Bank ETF KBWB Stock Holding History

Harbor Investment Advisory’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
Q3 		$11.8K Hold
135
– – ﹤0.01% 1084
2026
Q2 		$12.6K Hold
135
– – ﹤0.01% 1019
2026
Q1 		$10.7K Hold
135
– – ﹤0.01% 902
2025
Q4 		$11.4K Buy
+135
New +$10.7K ﹤0.01% 913
2025
Q2 		– Sell
-3,500
Closed -$220K – 1200
2025
Q1 		$220K Buy
+3,500
New +$235K 0.02% 359

Other funds holding KBWB

AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $106M AUM
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Harbor Investment Advisory's KBWB Position: Q3 2026 in Review

Harbor Investment Advisory held its Invesco KBW Bank ETF (KBWB) position steady in Q3 2026 at 135 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1084.

Harbor Investment Advisory first reported a position in KBWB in Q1 2025 and has held it in 5 quarters since. The position peaked at $220K in Q1 2025. 24 funds tracked by Wall St. Rank hold KBWB as of Q3 2026.

  • Harbor Investment Advisory held 135 shares of Invesco KBW Bank ETF worth $11.8K as of Q3 2026.
  • Harbor Investment Advisory left its Invesco KBW Bank ETF share count unchanged in Q3 2026.
  • Invesco KBW Bank ETF made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q3 2026, its #1084 holding.
  • Harbor Investment Advisory first reported a position in Invesco KBW Bank ETF in Q1 2025 and has held it in 5 quarters since.
  • Harbor Investment Advisory's Invesco KBW Bank ETF position peaked at $220K in Q1 2025.
  • 24 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q3 2026.

Based on Harbor Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.