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

Regal 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	$278K	Buy	3,518 +305	+9%	+$25.5K	0.02%	545
2025 Q4	$271K	Buy	+3,213	New	+$254K	0.02%	528
2023 Q3	–	Sell	-16,600	Closed	-$681K	–	517
2023 Q2	$681K	Buy	16,600 +2,500	+18%	+$102K	0.06%	247
2023 Q1	$592K	Buy	14,100 +575	+4%	+$30.1K	0.05%	263
2022 Q4	$698K	Hold	13,525	–	–	0.07%	226
2022 Q3	$664K	Buy	13,525 +125	+0.9%	+$6.82K	0.07%	225
2022 Q2	$694K	Hold	13,400	–	–	0.07%	237
2022 Q1	$854K	Sell	13,400 -18,800	-58%	-$1.3M	0.08%	236
2021 Q4	$2.18M	Buy	32,200 +18,700	+139%	+$1.31M	0.19%	121
2021 Q3	$906K	Sell	13,500 -153	-1%	-$9.91K	0.09%	245
2021 Q2	$879K	Buy	+13,653	New	+$897K	0.09%	243

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

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

Regal Investment Advisors increased its Invesco KBW Bank ETF (KBWB) stake by 9.5% in Q1 2026, buying an estimated $25.5K and bringing the position to 3,518 shares worth $278K. The position accounts for 0.02% of the portfolio, ranked #545.

Regal Investment Advisors first reported a position in KBWB in Q2 2021 and has held it in 11 quarters since. The position peaked at $2.18M in Q4 2021. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

Regal Investment Advisors held 3,518 shares of Invesco KBW Bank ETF worth $278K as of Q1 2026.
Regal Investment Advisors bought 305 Invesco KBW Bank ETF shares in Q1 2026, an estimated $25.5K.
Invesco KBW Bank ETF made up 0.02% of Regal Investment Advisors's portfolio in Q1 2026, its #545 holding.
Regal Investment Advisors first reported a position in Invesco KBW Bank ETF in Q2 2021 and has held it in 11 quarters since.
Regal Investment Advisors's Invesco KBW Bank ETF position peaked at $2.18M in Q4 2021.
300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.