Hobbs Group Advisors
KBWB icon

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
Q3 		$5.72M Buy
65,563
+5,397
+9% +$516K 1.43% 13
2026
Q2 		$5.59M Buy
60,166
+17,620
+41% +$1.54M 1.47% 13
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Edmond de Rothschild Holding
Edmond de Rothschild Holding Chambesy, Switzerland $8.18B AUM 23.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Hobbs Group Advisors's KBWB Position: Q3 2026 in Review

Hobbs Group Advisors increased its Invesco KBW Bank ETF (KBWB) stake by 9% in Q3 2026, buying an estimated $516K and bringing the position to 65,563 shares worth $5.72M. The position accounts for 1.43% of the portfolio, ranked #13.

Hobbs Group Advisors first reported a position in KBWB in Q4 2023 and has held it in 9 quarters since. 229 funds tracked by Wall St. Rank hold KBWB as of Q3 2026.

  • Hobbs Group Advisors held 65,563 shares of Invesco KBW Bank ETF worth $5.72M as of Q3 2026.
  • Hobbs Group Advisors bought 5,397 Invesco KBW Bank ETF shares in Q3 2026, an estimated $516K.
  • Invesco KBW Bank ETF made up 1.43% of Hobbs Group Advisors's portfolio in Q3 2026, its #13 holding.
  • Hobbs Group Advisors first reported a position in Invesco KBW Bank ETF in Q4 2023 and has held it in 9 quarters since.
  • 229 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q3 2026.

Based on Hobbs Group Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.