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 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

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

Larson Financial Group's KBWB Position: Q1 2026 in Review

Larson Financial Group reduced its Invesco KBW Bank ETF (KBWB) stake by 6.5% in Q1 2026, selling an estimated $836 and leaving 145 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2156.

Larson Financial Group first reported a position in KBWB in Q4 2023 and has held it in 10 quarters since. The position peaked at $13.1K in Q4 2025. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

Larson Financial Group held 145 shares of Invesco KBW Bank ETF worth $11.5K as of Q1 2026.
Larson Financial Group sold 10 Invesco KBW Bank ETF shares in Q1 2026, an estimated $836.
Invesco KBW Bank ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2156 holding.
Larson Financial Group first reported a position in Invesco KBW Bank ETF in Q4 2023 and has held it in 10 quarters since.
Larson Financial Group's Invesco KBW Bank ETF position peaked at $13.1K in Q4 2025.
300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

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