Root Financial Partners
KBWB icon

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
Q3 		$9.9K Buy
+114
New +$10.9K ﹤0.01% 1913
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

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WBG
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Root Financial Partners's KBWB Position: Q3 2026 in Review

Root Financial Partners opened a new position in Invesco KBW Bank ETF (KBWB) in Q3 2026: 114 shares worth $9.9K. The stake represents ﹤0.01% of the portfolio and ranks #1913 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in KBWB as recently as Q1 2026.

Root Financial Partners first reported a position in KBWB in Q3 2025 and has held it in 4 quarters since. 307 funds tracked by Wall St. Rank hold KBWB as of Q3 2026.

  • Root Financial Partners held 114 shares of Invesco KBW Bank ETF worth $9.9K as of Q3 2026.
  • Invesco KBW Bank ETF was a new Root Financial Partners position in Q3 2026.
  • Invesco KBW Bank ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1913 holding.
  • Root Financial Partners first reported a position in Invesco KBW Bank ETF in Q3 2025 and has held it in 4 quarters since.
  • 307 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.