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Larson Financial Group’s Invesco KBW Bank ETF KBWB Stock Holding History

Larson Financial Group’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 		$13.5K Hold
145
– – ﹤0.01% 2225
2026
Q1 		$11.5K Sell
145
-10
-6% -$836 ﹤0.01% 2156
2025
Q4 		$13.1K Buy
155
+145
+1,450% +$11.5K ﹤0.01% 1963
2025
Q3 		$782 Hold
10
– – ﹤0.01% 2989
2025
Q2 		$716 Hold
10
– – ﹤0.01% 2753
2025
Q1 		$628 Hold
10
– – ﹤0.01% 2515
2024
Q4 		$654 Hold
10
– – ﹤0.01% 2136
2024
Q3 		$586 Hold
10
– – ﹤0.01% 2093
2024
Q2 		$535 Sell
10
-8
-44% -$422 ﹤0.01% 1823
2024
Q1 		$966 Buy
18
+8
+80% +$397 ﹤0.01% 1457
2023
Q4 		$492 Buy
+10
New +$423 ﹤0.01% 1577

Other funds holding KBWB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
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
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
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
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Larson Financial Group's KBWB Position: Q2 2026 in Review

Larson Financial Group held its Invesco KBW Bank ETF (KBWB) position steady in Q2 2026 at 145 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2225.

Larson Financial Group first reported a position in KBWB in Q4 2023 and has held it in 11 quarters since. 339 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • Larson Financial Group held 145 shares of Invesco KBW Bank ETF worth $13.5K as of Q2 2026.
  • Larson Financial Group left its Invesco KBW Bank ETF share count unchanged in Q2 2026.
  • Invesco KBW Bank ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2225 holding.
  • Larson Financial Group first reported a position in Invesco KBW Bank ETF in Q4 2023 and has held it in 11 quarters since.
  • 339 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.