Key Financial Inc’s Invesco KBW Bank ETF KBWB Stock Holding History

Key Financial Inc’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	$21.5K	Buy	272 +131	+93%	+$10.9K	﹤0.01%	713
2025 Q4	$11.9K	Hold	141	–	–	﹤0.01%	842
2025 Q3	$10.9K	Hold	141	–	–	﹤0.01%	862
2025 Q2	$10.1K	Buy	141 +122	+642%	+$7.74K	﹤0.01%	861
2025 Q1	$1.19K	Hold	19	–	–	﹤0.01%	1204
2024 Q4	$1.24K	Hold	19	–	–	﹤0.01%	1206
2024 Q3	$1.11K	Hold	19	–	–	﹤0.01%	1176
2024 Q2	$1.02K	Hold	19	–	–	﹤0.01%	1181
2024 Q1	$1.02K	Hold	19	–	–	﹤0.01%	1181
2023 Q4	$935	Hold	19	–	–	﹤0.01%	1188
2023 Q3	$761	Buy	+19	New	+$810	﹤0.01%	1220
2023 Q2	–	Sell	-61	Closed	-$2.56K	–	1386
2023 Q1	$2.56K	Hold	61	–	–	﹤0.01%	921
2022 Q4	$3K	Hold	61	–	–	﹤0.01%	885
2022 Q3	$3K	Hold	61	–	–	﹤0.01%	893
2022 Q2	$3K	Hold	61	–	–	﹤0.01%	890
2022 Q1	$4K	Buy	+61	New	+$4.23K	﹤0.01%	830

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

Key Financial Inc's KBWB Position: Q1 2026 in Review

Key Financial Inc increased its Invesco KBW Bank ETF (KBWB) stake by 93% in Q1 2026, buying an estimated $10.9K and bringing the position to 272 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #713.

Key Financial Inc first reported a position in KBWB in Q1 2022 and has held it in 16 quarters since. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

Key Financial Inc held 272 shares of Invesco KBW Bank ETF worth $21.5K as of Q1 2026.
Key Financial Inc bought 131 Invesco KBW Bank ETF shares in Q1 2026, an estimated $10.9K.
Invesco KBW Bank ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #713 holding.
Key Financial Inc first reported a position in Invesco KBW Bank ETF in Q1 2022 and has held it in 16 quarters since.
300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.