INVESCO KBW REGIONAL BANKING (KBWR) Institutional Shareholders

INVESCO KBW REGIONAL BANKING (KBWR) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $13.96M in KBWR holdings during the latest filing period.

Byrne Financial Freedom, Llc is currently the largest disclosed institutional shareholder of KBWR tracked by InsiderSet, reporting ownership valued at approximately $5.23M in its June 30, 2026 SEC Form 13F filing.

The top 10 institutional shareholders tracked on this page collectively account for approximately 88% of the total disclosed KBWR value among the investors covered in this analysis. Major shareholders include Byrne Financial Freedom, Llc, Brown Advisory Inc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in INVESCO KBW REGIONAL BANKING (KBWR).

This page ranks the largest institutional KBWR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

33

Total Reported Value

$13.96M

Largest Holder

Byrne Financial Freedom, Llc

Largest Position

$5.23M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

42

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Byrne Financial Freedom, Llc2.04%81,841$5,232,634———
Brown Advisory Inc0.00%25,130$1,720,651———
Lpl Financial Llc0.00%20,015$1,370,438———
Morgan Stanley0.00%15,155$1,037,663———
Jane Street Group, Llc0.00%13,792$944,338———
Citadel Advisors Llc0.00%6,741$461,556———
Pinnacle Financial Partners, Inc.0.00%6,406$438,899———
Corient Private Wealth Llc0.00%6,000$390,900———
Fmr Llc0.00%5,101$349,232———
Two Sigma Investments, Lp0.00%5,000$342,350———
Raymond James Financial Inc0.00%4,450$304,685———
Captrust Financial Advisors0.00%4,287$293,531———
Family Manage Llc0.03%4,171$285,588———
Goldman Sachs Group Inc0.00%3,245$222,185———
Royal Bank Of Canada0.00%2,233$153,000———
Osaic Holdings, Inc.0.00%1,932$132,281———
Pnc Financial Services Group, Inc.0.00%1,262$86,409———
Cherry Tree Wealth Management, Llc0.01%500$34,235———
Rothschild Investment Llc0.00%400$27,388———
Mai Capital Management0.00%360$24,650———
Advisory Services Network, Llc0.00%300$20,541———
Ubs Group Ag0.00%296$20,267———
Wilmington Savings Fund Society, Fsb0.00%300$19,181———
Blair William & Co/Il0.00%241$16,501———
Anchor Investment Management, Llc0.00%120$8,216———
Sunbelt Securities, Inc.0.00%57$3,872———
N.E.W. Advisory Services Llc0.00%56$3,834———
Caldwell Sutter Capital, Inc.0.00%50$3,424———
Cwm, Llc0.00%49$3,329———
Russell Investments Group, Ltd.0.00%44$3,013———
Murphy & Mullick Capital Management Corp0.00%10$685———
Wells Fargo & Company/Mn0.00%1$48———
Capital Analysts, Llc0.00%364$25———

Frequently asked questions about KBWR

  • Who owns the most KBWR stock?

    The largest holders of KBWR are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO KBW REGIONAL BANKING (KBWR).

  • Is KBWR widely held by superinvestors?

    Many widely followed stocks like KBWR appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly KBWR is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.

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