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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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 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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Steward Partners Investment Advisory's KBWB Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Invesco KBW Bank ETF (KBWB) stake by 0.77% in Q1 2026, buying an estimated $2.42K and bringing the position to 3,817 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #1804.

Steward Partners Investment Advisory first reported a position in KBWB in Q3 2022 and has held it in 13 quarters since. The position peaked at $722K in Q2 2025. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

Steward Partners Investment Advisory held 3,817 shares of Invesco KBW Bank ETF worth $302K as of Q1 2026.
Steward Partners Investment Advisory bought 29 Invesco KBW Bank ETF shares in Q1 2026, an estimated $2.42K.
Invesco KBW Bank ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1804 holding.
Steward Partners Investment Advisory first reported a position in Invesco KBW Bank ETF in Q3 2022 and has held it in 13 quarters since.
Steward Partners Investment Advisory's Invesco KBW Bank ETF position peaked at $722K in Q2 2025.
300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.