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Root Financial Partners’s Invesco KBW Bank ETF KBWB Stock Holding History

Root Financial Partners’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 		– Sell
-8
Closed -$633 – 1872
2026
Q1 		$633 Sell
8
-18
-69% -$1.5K ﹤0.01% 2786
2025
Q4 		$2.2K Sell
26
-13
-33% -$1.03K ﹤0.01% 1974
2025
Q3 		$3.05K Buy
+39
New +$2.94K ﹤0.01% 1879

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

Root Financial Partners's KBWB Position: Q2 2026 in Review

Root Financial Partners sold out of Invesco KBW Bank ETF (KBWB) in Q2 2026, closing a stake of 8 shares — an estimated $633 sold.

Root Financial Partners first reported a position in KBWB in Q3 2025 and held it in 3 quarters. The position peaked at $3.05K in Q3 2025. 338 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • Root Financial Partners reported no remaining Invesco KBW Bank ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 8 Invesco KBW Bank ETF shares in Q2 2026, an estimated $633.
  • Root Financial Partners first reported a position in Invesco KBW Bank ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Invesco KBW Bank ETF position peaked at $3.05K in Q3 2025.
  • 338 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.