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OneDigital Investment Advisors’s Invesco KBW Bank ETF KBWB Stock Holding History

OneDigital Investment Advisors’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 		$204K Sell
2,578
-623
-19% -$52.1K ﹤0.01% 1394
2025
Q4 		$270K Sell
3,201
-1,120
-26% -$88.6K ﹤0.01% 1279
2025
Q3 		$338K Sell
4,321
-494
-10% -$37.2K ﹤0.01% 1112
2025
Q2 		$345K Sell
4,815
-1,117
-19% -$70.8K ﹤0.01% 1083
2025
Q1 		$372K Buy
5,932
+1,739
+41% +$117K ﹤0.01% 985
2024
Q4 		$274K Buy
4,193
+26
+0.6% +$1.7K ﹤0.01% 1172
2024
Q3 		$244K Sell
4,167
-296
-7% -$16.8K ﹤0.01% 1262
2024
Q2 		$239K Sell
4,463
-170
-4% -$8.97K ﹤0.01% 1206
2024
Q1 		$249K Sell
4,633
-372
-7% -$18.5K ﹤0.01% 974
2023
Q4 		$246K Buy
+5,005
New +$212K ﹤0.01% 981
2023
Q2 		– Sell
-6,674
Closed -$280K – 1034
2023
Q1 		$280K Sell
6,674
-1,279
-16% -$66.9K 0.01% 811
2022
Q4 		$411K Sell
7,953
-5,950
-43% -$312K 0.01% 572
2022
Q3 		$683K Sell
13,903
-675
-5% -$36.8K 0.03% 380
2022
Q2 		$755K Sell
14,578
-5,300
-27% -$304K 0.03% 317
2022
Q1 		$1.27M Hold
19,878
– – 0.05% 224
2021
Q4 		$1.35M Buy
19,878
+1,675
+9% +$117K 0.05% 229
2021
Q3 		$1.22M Buy
18,203
+600
+3% +$38.9K 0.05% 229
2021
Q2 		$1.13M Buy
17,603
+1,450
+9% +$95.3K 0.05% 229
2021
Q1 		$1M Buy
16,153
+1,740
+12% +$100K 0.05% 240
2020
Q4 		$726K Buy
+14,413
New +$643K 0.04% 283

Other funds holding KBWB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
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
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
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

OneDigital Investment Advisors's KBWB Position: Q1 2026 in Review

OneDigital Investment Advisors reduced its Invesco KBW Bank ETF (KBWB) stake by 19% in Q1 2026, selling an estimated $52.1K and leaving 2,578 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #1394.

OneDigital Investment Advisors first reported a position in KBWB in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.35M in Q4 2021. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

  • OneDigital Investment Advisors held 2,578 shares of Invesco KBW Bank ETF worth $204K as of Q1 2026.
  • OneDigital Investment Advisors sold 623 Invesco KBW Bank ETF shares in Q1 2026, an estimated $52.1K.
  • Invesco KBW Bank ETF made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #1394 holding.
  • OneDigital Investment Advisors first reported a position in Invesco KBW Bank ETF in Q4 2020 and has held it in 20 quarters since.
  • OneDigital Investment Advisors's Invesco KBW Bank ETF position peaked at $1.35M in Q4 2021.
  • 300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.