Regatta Research & Money Management’s Invesco KBW Bank ETF KBWB Stock Holding History

Regatta Research & Money Management’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	$313K	Buy	+3,368	New	+$295K	0.3%	71

Other funds holding KBWB

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

STA

Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return

Regatta Research & Money Management's KBWB Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Invesco KBW Bank ETF (KBWB) in Q2 2026: 3,368 shares worth $313K. The stake represents 0.3% of the portfolio and ranks #71 among its holdings.

261 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

Regatta Research & Money Management held 3,368 shares of Invesco KBW Bank ETF worth $313K as of Q2 2026.
Invesco KBW Bank ETF was a new Regatta Research & Money Management position in Q2 2026.
Invesco KBW Bank ETF made up 0.3% of Regatta Research & Money Management's portfolio in Q2 2026, its #71 holding.
261 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.