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Rachor Investment Advisory Services’s Invesco KBW Bank ETF KBWB Stock Holding History

Rachor Investment Advisory Services’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 		$4.93K Hold
53
– – ﹤0.01% 129
2026
Q1 		$4.19K Hold
53
– – ﹤0.01% 176
2025
Q4 		$4.47K Buy
+53
New +$4.19K ﹤0.01% 162

Other funds holding KBWB

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RH
RFG Holdings Argyle, Texas $477M AUM 26.7% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LBC
Lowe Brockenbrough & Co Richmond, Virginia $2.25B AUM 26.19% 1-Year Est. Return

Rachor Investment Advisory Services's KBWB Position: Q2 2026 in Review

Rachor Investment Advisory Services held its Invesco KBW Bank ETF (KBWB) position steady in Q2 2026 at 53 shares worth $4.93K. The position accounts for ﹤0.01% of the portfolio, ranked #129.

Rachor Investment Advisory Services first reported a position in KBWB in Q4 2025 and has held it in 3 quarters since. 179 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • Rachor Investment Advisory Services held 53 shares of Invesco KBW Bank ETF worth $4.93K as of Q2 2026.
  • Rachor Investment Advisory Services left its Invesco KBW Bank ETF share count unchanged in Q2 2026.
  • Invesco KBW Bank ETF made up ﹤0.01% of Rachor Investment Advisory Services's portfolio in Q2 2026, its #129 holding.
  • Rachor Investment Advisory Services first reported a position in Invesco KBW Bank ETF in Q4 2025 and has held it in 3 quarters since.
  • 179 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Rachor Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.