Steward Partners Investment Advisory’s Invesco KBW Bank ETF KBWB Stock Holding History

Steward Partners Investment Advisory’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	$357K	Buy	3,841 +24	+0.6%	+$2.1K	﹤0.01%	1906
2026 Q1	$302K	Buy	3,817 +29	+0.8%	+$2.42K	﹤0.01%	1804
2025 Q4	$319K	Buy	3,788 +1,605	+74%	+$127K	﹤0.01%	1676
2025 Q3	$171K	Sell	2,183 -7,902	-78%	-$596K	﹤0.01%	1944
2025 Q2	$722K	Sell	10,085 -36	-0.4%	-$2.28K	0.01%	1128
2025 Q1	$635K	Buy	10,121 +9,533	+1,621%	+$641K	0.01%	1116
2024 Q4	$38.4K	Sell	588 -39	-6%	-$2.55K	﹤0.01%	2475
2024 Q3	$36.8K	Buy	+627	New	+$35.7K	﹤0.01%	2387
2024 Q1	–	Sell	-71	Closed	-$3.49K	–	3618
2023 Q4	$3.49K	Hold	71	–	–	﹤0.01%	3086
2023 Q3	$2.85K	Sell	71 -78	-52%	-$3.33K	﹤0.01%	3005
2023 Q2	$6.12K	Sell	149 -5,269	-97%	-$215K	﹤0.01%	2731
2023 Q1	$227K	Buy	5,418 +4,624	+582%	+$242K	﹤0.01%	1225
2022 Q4	$41K	Buy	794 +19	+2%	+$997	﹤0.01%	1918
2022 Q3	$38K	Buy	+775	New	+$42.3K	﹤0.01%	1923

Other funds holding KBWB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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 Singapore $37.3B AUM 12.6% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Steward Partners Investment Advisory's KBWB Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Invesco KBW Bank ETF (KBWB) stake by 0.63% in Q2 2026, buying an estimated $2.1K and bringing the position to 3,841 shares worth $357K. The position accounts for ﹤0.01% of the portfolio, ranked #1906.

Steward Partners Investment Advisory first reported a position in KBWB in Q3 2022 and has held it in 14 quarters since. The position peaked at $722K in Q2 2025. 339 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

Steward Partners Investment Advisory held 3,841 shares of Invesco KBW Bank ETF worth $357K as of Q2 2026.
Steward Partners Investment Advisory bought 24 Invesco KBW Bank ETF shares in Q2 2026, an estimated $2.1K.
Invesco KBW Bank ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1906 holding.
Steward Partners Investment Advisory first reported a position in Invesco KBW Bank ETF in Q3 2022 and has held it in 14 quarters since.
Steward Partners Investment Advisory's Invesco KBW Bank ETF position peaked at $722K in Q2 2025.
339 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.