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FSRBX vs KBWB

Shared holdings
11
FSRBX covered by KBWB
41.74%
KBWB covered by FSRBX
41.74%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 39 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

FSRBX (Feb. 28, 2026)

SecurityWeight
WELLS FARGO & CO7.69%
BANK OF AMERICA CORPORATION7.13%
TRUIST FINL CORP5.53%
CITIGROUP INC5.34%
US BANCORP DEL5.19%
M&T BANK CORP4.80%
HUNTINGTON BANCSHARES INC3.80%
OLD NATL BANCORP3.76%
BOK FINL CORP3.46%
UMB FINANCIAL CORP3.28%
EASTERN BANKSHARES INC3.21%
KEYCORP3.16%
FIRST INTST BANCSYST INC CL A3.03%
ASSOCIATED BANC CORP2.93%
Fidelity Securities Lending Cash Central Fund2.78%
POPULAR INC2.68%
TRICO BANCSHARES2.45%
SOUTHSTATE BANK CORP2.23%
WESBANCO INC2.15%
UNITED COMMUNITY BANKS GA2.08%
COMMUNITY FINANCIAL SYSTEM INC1.97%
FB FINANCIAL CORP1.96%
BANNER CORPORATI1.94%
EAST WEST BNCRP1.87%
WINTRUST FINL1.87%
UNIVEST FINANCIAL CORP1.85%
ZIONS BANCORP NA1.72%
COMMUNITY WEST BANCSHARES1.50%
FIRST HAWAIIAN INC1.40%
STATE STREET CORP1.31%
FIRST BANCORP/NC1.27%
SEACOAST BANKING CORP FLORIDA1.09%
SIERRA BANCORP1.03%
COMMUNITY TRUST BANCORP INC1.02%
FIRST SOURCE CORP1.00%
SOUTHERN MISSOURI BANCORP INC0.31%
Fidelity Cash Central Fund0.23%
PHOENIX VEGA MEZZ PLC0.00%
Sunrisemezz PLC0.00%

KBWB (Feb. 28, 2026)

SecurityWeight
GOLDMAN SACHS GROUP INC7.83%
MORGAN STANLEY7.39%
JPMORGAN CHASE and CO7.22%
WELLS FARGO & CO7.14%
BANK OF AMERICA CORPORATION6.99%
FIFTH THIRD BANCORP5.86%
HUNTINGTON BANCSHARES INC4.55%
M&T BANK CORP4.29%
US BANCORP DEL4.19%
PNC FINANCIAL SERVICES GRP INC4.19%
STATE STREET CORP4.07%
CITIGROUP INC4.00%
BANK OF NEW YORK MELLON CORP4.00%
TRUIST FINL CORP3.99%
NORTHERN TRUST CORP3.61%
CITIZENS FINANCIAL GROUP INC3.45%
CAPITAL ONE FINANCIAL CORP3.36%
REGIONS FINANCIAL CORP3.31%
KEYCORP3.02%
EAST WEST BNCRP2.01%
FIRST HORIZON CORP1.56%
WESTERN ALLIANCE BANCORP1.18%
ZIONS BANCORP NA1.13%
Invesco Private Prime Fund1.09%
Invesco Private Government Fund0.42%
Invesco Government & Agency Portfolio, Institutional Class0.13%

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