Hobbs Group Advisors’s Invesco KBW Bank ETF KBWB Stock Holding History

Hobbs Group 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	$3.37M	Buy	42,546 +4,638	+12%	+$388K	1.01%	21
2025 Q4	$3.2M	Buy	37,908 +34,259	+939%	+$2.71M	0.96%	22
2025 Q3	$285K	Buy	+3,649	New	+$275K	0.09%	134
2025 Q2	–	Sell	-19,754	Closed	-$1.24M	–	161
2025 Q1	$1.24M	Buy	+19,754	New	+$1.33M	0.47%	43
2024 Q4	–	Sell	-45	Closed	-$2.64K	–	392
2024 Q3	$2.64K	Hold	45	–	–	﹤0.01%	551
2024 Q2	$2.41K	Buy	+45	New	+$2.38K	﹤0.01%	527
2023 Q4	$2.21K	Buy	+45	New	+$1.9K	﹤0.01%	459

Other funds holding KBWB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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 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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Hobbs Group Advisors's KBWB Position: Q1 2026 in Review

Hobbs Group Advisors increased its Invesco KBW Bank ETF (KBWB) stake by 12% in Q1 2026, buying an estimated $388K and bringing the position to 42,546 shares worth $3.37M. The position accounts for 1.01% of the portfolio, ranked #21.

Hobbs Group Advisors first reported a position in KBWB in Q4 2023 and has held it in 7 quarters since. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

Hobbs Group Advisors held 42,546 shares of Invesco KBW Bank ETF worth $3.37M as of Q1 2026.
Hobbs Group Advisors bought 4,638 Invesco KBW Bank ETF shares in Q1 2026, an estimated $388K.
Invesco KBW Bank ETF made up 1.01% of Hobbs Group Advisors's portfolio in Q1 2026, its #21 holding.
Hobbs Group Advisors first reported a position in Invesco KBW Bank ETF in Q4 2023 and has held it in 7 quarters since.
300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on Hobbs Group Advisors's 13F filing for Q1 2026, filed 20 May 2026.