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 Q2	$13.1K	Sell	141 -131	-48%	-$11.5K	﹤0.01%	809
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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Key Financial Inc's KBWB Position: Q2 2026 in Review

Key Financial Inc reduced its Invesco KBW Bank ETF (KBWB) stake by 48% in Q2 2026, selling an estimated $11.5K and leaving 141 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #809.

Key Financial Inc first reported a position in KBWB in Q1 2022 and has held it in 17 quarters since. The position peaked at $21.5K in Q1 2026. 338 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

Key Financial Inc held 141 shares of Invesco KBW Bank ETF worth $13.1K as of Q2 2026.
Key Financial Inc sold 131 Invesco KBW Bank ETF shares in Q2 2026, an estimated $11.5K.
Invesco KBW Bank ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #809 holding.
Key Financial Inc first reported a position in Invesco KBW Bank ETF in Q1 2022 and has held it in 17 quarters since.
Key Financial Inc's Invesco KBW Bank ETF position peaked at $21.5K in Q1 2026.
338 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.