Jones Financial Companies
KBWB icon

Jones Financial Companies’s Invesco KBW Bank ETF KBWB Stock Holding History

Jones Financial Companies’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 		$848K Buy
11,119
+1,481
+15% +$124K ﹤0.01% 1791
2025
Q4 		$812K Buy
9,638
+2,735
+40% +$216K ﹤0.01% 1318
2025
Q3 		$546K Buy
6,903
+1,647
+31% +$124K ﹤0.01% 1360
2025
Q2 		$374K Buy
5,256
+1,201
+30% +$76.2K ﹤0.01% 1395
2025
Q1 		$251K Buy
4,055
+1,179
+41% +$79.3K ﹤0.01% 1401
2024
Q4 		$188K Buy
2,876
+1,695
+144% +$111K ﹤0.01% 1384
2024
Q3 		$68.8K Buy
+1,181
New +$67.2K ﹤0.01% 1523
2022
Q2 		– Sell
-624
Closed -$40K – 791
2022
Q1 		$40K Buy
+624
New +$43.3K ﹤0.01% 369

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

Jones Financial Companies's KBWB Position: Q1 2026 in Review

Jones Financial Companies increased its Invesco KBW Bank ETF (KBWB) stake by 15% in Q1 2026, buying an estimated $124K and bringing the position to 11,119 shares worth $848K. The position accounts for ﹤0.01% of the portfolio, ranked #1791.

Jones Financial Companies first reported a position in KBWB in Q1 2022 and has held it in 8 quarters since. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

  • Jones Financial Companies held 11,119 shares of Invesco KBW Bank ETF worth $848K as of Q1 2026.
  • Jones Financial Companies bought 1,481 Invesco KBW Bank ETF shares in Q1 2026, an estimated $124K.
  • Invesco KBW Bank ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1791 holding.
  • Jones Financial Companies first reported a position in Invesco KBW Bank ETF in Q1 2022 and has held it in 8 quarters since.
  • 300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.