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KBWB vs IAT

Shared holdings
13
KBWB covered by IAT
42.64%
IAT covered by KBWB
42.64%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 26 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

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%

IAT (March 31, 2026)

SecurityWeight
PNC FINANCIAL SERVICES GRP INC14.57%
US BANCORP DEL14.02%
TRUIST FINL CORP10.06%
FIFTH THIRD BANCORP6.09%
CITIZENS FINANCIAL GROUP INC4.55%
M&T BANK CORP4.52%
HUNTINGTON BANCSHARES INC4.44%
REGIONS FINANCIAL CORP4.24%
KEYCORP3.51%
FIRST CITIZENS BANCSHARES INC CL A3.43%
EAST WEST BNCRP2.75%
PINNACLE FINANCIAL PARTNERS INC2.42%
WEBSTER FINL2.09%
FIRST HORIZON CORP2.06%
WINTRUST FINL1.74%
SOUTHSTATE BANK CORP1.71%
POPULAR INC1.65%
CULLEN FROST BANKERS INC1.62%
ZIONS BANCORP NA1.59%
UMB FINANCIAL CORP1.51%
WESTERN ALLIANCE BANCORP1.36%
PROSPERITY BNCSH1.27%
COMMERCE BCSHS1.26%
FNB CORP PA1.12%
VALLEY NATL BANCORP1.10%
UNITED BANKSHS1.09%
GLACIER BANCORP INC1.07%
HOME BANCSHARES INC0.92%
BANK OZK0.88%
FIRST FINL BANKSHARES INC0.72%
BOK FINL CORP0.51%
BlackRock Cash Funds: Treasury, SL Agency Shares0.11%
XAF FINANCIAL JUN260.00%

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