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Sowell Financial Services’s Invesco KBW Bank ETF KBWB Stock Holding History

Sowell Financial Services’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 		$1.5M Buy
+16,116
New +$1.41M 0.05% 374
2026
Q1 		– Sell
-12,009
Closed -$1.01M – 1158
2025
Q4 		$1.01M Buy
+12,009
New +$950K 0.04% 431
2019
Q4 		– Sell
-9,542
Closed -$492K – 2593
2019
Q3 		$492K Buy
+9,542
New +$478K 0.04% 418

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

Sowell Financial Services's KBWB Position: Q2 2026 in Review

Sowell Financial Services opened a new position in Invesco KBW Bank ETF (KBWB) in Q2 2026: 16,116 shares worth $1.5M. The stake represents 0.05% of the portfolio and ranks #374 among its holdings. This is a return to the name: Sowell Financial Services previously reported a position in KBWB as recently as Q4 2025.

Sowell Financial Services first reported a position in KBWB in Q3 2019 and has held it in 3 quarters since. 339 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • Sowell Financial Services held 16,116 shares of Invesco KBW Bank ETF worth $1.5M as of Q2 2026.
  • Invesco KBW Bank ETF was a new Sowell Financial Services position in Q2 2026.
  • Invesco KBW Bank ETF made up 0.05% of Sowell Financial Services's portfolio in Q2 2026, its #374 holding.
  • Sowell Financial Services first reported a position in Invesco KBW Bank ETF in Q3 2019 and has held it in 3 quarters since.
  • 339 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.