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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
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

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

Root Financial Partners's KBWB Position: Q1 2026 in Review

Root Financial Partners reduced its Invesco KBW Bank ETF (KBWB) stake by 69% in Q1 2026, selling an estimated $1.5K and leaving 8 shares worth $633. The position accounts for ﹤0.01% of the portfolio, ranked #2786.

Root Financial Partners first reported a position in KBWB in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.05K in Q3 2025. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

  • Root Financial Partners held 8 shares of Invesco KBW Bank ETF worth $633 as of Q1 2026.
  • Root Financial Partners sold 18 Invesco KBW Bank ETF shares in Q1 2026, an estimated $1.5K.
  • Invesco KBW Bank ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2786 holding.
  • Root Financial Partners first reported a position in Invesco KBW Bank ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Invesco KBW Bank ETF position peaked at $3.05K in Q3 2025.
  • 300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.