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Rollins Financial Advisors’s Invesco KBW Bank ETF KBWB Stock Holding History

Rollins Financial 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
Q2 		$394K Buy
4,234
+475
+13% +$41.6K 0.05% 128
2026
Q1 		$297K Sell
3,759
-60
-2% -$5.01K 0.05% 136
2025
Q4 		$322K Buy
3,819
+394
+12% +$31.2K 0.05% 122
2025
Q3 		$268K Buy
+3,425
New +$258K 0.04% 124

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

Rollins Financial Advisors's KBWB Position: Q2 2026 in Review

Rollins Financial Advisors increased its Invesco KBW Bank ETF (KBWB) stake by 13% in Q2 2026, buying an estimated $41.6K and bringing the position to 4,234 shares worth $394K. The position accounts for 0.05% of the portfolio, ranked #128.

Rollins Financial Advisors first reported a position in KBWB in Q3 2025 and has held it in 4 quarters since. 339 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • Rollins Financial Advisors held 4,234 shares of Invesco KBW Bank ETF worth $394K as of Q2 2026.
  • Rollins Financial Advisors bought 475 Invesco KBW Bank ETF shares in Q2 2026, an estimated $41.6K.
  • Invesco KBW Bank ETF made up 0.05% of Rollins Financial Advisors's portfolio in Q2 2026, its #128 holding.
  • Rollins Financial Advisors first reported a position in Invesco KBW Bank ETF in Q3 2025 and has held it in 4 quarters since.
  • 339 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Rollins Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.