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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
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
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
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Rollins Financial Advisors's KBWB Position: Q1 2026 in Review

Rollins Financial Advisors reduced its Invesco KBW Bank ETF (KBWB) stake by 1.6% in Q1 2026, selling an estimated $5.01K and leaving 3,759 shares worth $297K. The position accounts for 0.05% of the portfolio, ranked #136.

Rollins Financial Advisors first reported a position in KBWB in Q3 2025 and has held it in 3 quarters since. The position peaked at $322K in Q4 2025. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

  • Rollins Financial Advisors held 3,759 shares of Invesco KBW Bank ETF worth $297K as of Q1 2026.
  • Rollins Financial Advisors sold 60 Invesco KBW Bank ETF shares in Q1 2026, an estimated $5.01K.
  • Invesco KBW Bank ETF made up 0.05% of Rollins Financial Advisors's portfolio in Q1 2026, its #136 holding.
  • Rollins Financial Advisors first reported a position in Invesco KBW Bank ETF in Q3 2025 and has held it in 3 quarters since.
  • Rollins Financial Advisors's Invesco KBW Bank ETF position peaked at $322K in Q4 2025.
  • 300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on Rollins Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.