Parallel Advisors’s Invesco KBW Bank ETF KBWB Stock Holding History

Parallel 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 Q3	$3.49K	Hold	40	–	–	﹤0.01%	3488
2026 Q2	$3.72K	Hold	40	–	–	﹤0.01%	3331
2026 Q1	$3.16K	Buy	+40	New	+$3.34K	﹤0.01%	3210
2023 Q3	–	Sell	-10	Closed	-$411	–	3434
2023 Q2	$411	Buy	+10	New	+$407	﹤0.01%	3137
2022 Q4	–	Sell	-2,233	Closed	-$110K	–	3450
2022 Q3	$110K	Hold	2,233	–	–	0.01%	926
2022 Q2	$116K	Hold	2,233	–	–	0.01%	905
2022 Q1	$147K	Hold	2,233	–	–	0.01%	841
2021 Q4	$151K	Hold	2,233	–	–	0.01%	851
2021 Q3	$150K	Hold	2,233	–	–	0.01%	818
2021 Q2	$144K	Buy	+2,233	New	+$147K	0.01%	818

Other funds holding KBWB

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Ledyard National Bank $1.27B AUM 18.28% 1-Year Est. Return

RFG Holdings Argyle, Texas $481M AUM 18.99% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Parallel Advisors's KBWB Position: Q3 2026 in Review

Parallel Advisors held its Invesco KBW Bank ETF (KBWB) position steady in Q3 2026 at 40 shares worth $3.49K. The position accounts for ﹤0.01% of the portfolio, ranked #3488.

Parallel Advisors first reported a position in KBWB in Q2 2021 and has held it in 10 quarters since. The position peaked at $151K in Q4 2021. 141 funds tracked by Wall St. Rank hold KBWB as of Q3 2026.

Parallel Advisors held 40 shares of Invesco KBW Bank ETF worth $3.49K as of Q3 2026.
Parallel Advisors left its Invesco KBW Bank ETF share count unchanged in Q3 2026.
Invesco KBW Bank ETF made up ﹤0.01% of Parallel Advisors's portfolio in Q3 2026, its #3488 holding.
Parallel Advisors first reported a position in Invesco KBW Bank ETF in Q2 2021 and has held it in 10 quarters since.
Parallel Advisors's Invesco KBW Bank ETF position peaked at $151K in Q4 2021.
141 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q3 2026.

Based on Parallel Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.