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Roble Belko & Company’s Invesco KBW Bank ETF KBWB Stock Holding History

Roble Belko & Company’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 		$325K Hold
3,500
– – 0.04% 108
2026
Q1 		$277K Buy
+3,500
New +$293K 0.04% 110

Other funds holding KBWB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Roble Belko & Company's KBWB Position: Q2 2026 in Review

Roble Belko & Company held its Invesco KBW Bank ETF (KBWB) position steady in Q2 2026 at 3,500 shares worth $325K. The position accounts for 0.04% of the portfolio, ranked #108.

Roble Belko & Company first reported a position in KBWB in Q1 2026 and has held it in 2 quarters since. 338 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • Roble Belko & Company held 3,500 shares of Invesco KBW Bank ETF worth $325K as of Q2 2026.
  • Roble Belko & Company left its Invesco KBW Bank ETF share count unchanged in Q2 2026.
  • Invesco KBW Bank ETF made up 0.04% of Roble Belko & Company's portfolio in Q2 2026, its #108 holding.
  • Roble Belko & Company first reported a position in Invesco KBW Bank ETF in Q1 2026 and has held it in 2 quarters since.
  • 338 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.