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KBWB vs PRISX

Shared holdings
16
KBWB covered by PRISX
33.98%
PRISX covered by KBWB
33.98%

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%

PRISX (March 31, 2026)

SecurityWeight
BANK OF AMERICA CORPORATION5.47%
MASTERCARD INC CL A4.82%
JPMORGAN CHASE and CO4.28%
SCHWAB CHARLES CORP4.26%
VISA INC-CLASS A4.23%
CITIGROUP INC3.98%
GOLDMAN SACHS GROUP INC3.79%
CAPITAL ONE FINANCIAL CORP3.03%
CHUBB LTD2.81%
MORGAN STANLEY2.80%
WELLS FARGO & CO2.53%
BERKSHIRE HATH-B2.17%
MARSH & MCLENNAN2.13%
US BANCORP DEL2.03%
ALLSTATE CORPORATION1.79%
INTERCONTINENTAL EXCHANGE INC1.72%
POPULAR INC1.54%
METLIFE INC1.47%
WESTERN ALLIANCE BANCORP1.44%
S&P GLOBAL INC1.40%
AMERICAN EXPRESS CO1.37%
AMERICAN INTERNATIONAL GROUP1.37%
EAST WEST BNCRP1.35%
KKR & CO INC1.22%
APOLLO GLOBAL MANAGEMENT INC1.22%
PROGRESSIVE CORP OHIO1.21%
FIFTH THIRD BANCORP1.11%
EQUITABLE HOLDINGS INC1.07%
AXIS CAPITAL HOLDINGS LTD1.06%
VOYA FINANCIAL INC1.04%
HUNTINGTON BANCSHARES INC1.04%
UMB FINANCIAL CORP1.01%
AON PLC0.99%
AMERIPRISE FINANCIAL INC0.99%
INVESCO LTD0.98%
Gallop Holdings LP - Ascot Group PP0.94%
PINNACLE FINANCIAL PARTNERS INC0.92%
SLM CORP0.85%
FISERV INC0.76%
STIFEL FINANCIAL CORP0.76%
FULTON FINANCIAL CORP0.76%
BLACKROCK INC0.75%
COLUMBIA BANKING SYSTEMS INC0.73%
STONEX GROUP INC0.68%
PAYPAL HOLDINGS0.64%
ICAPITAL INC COMMON STOCK PP0.64%
ARES MANAGEMENT CORP CL A0.64%
GLOBAL PAYMENTS INC0.61%
LPL FINL HLDGS INC0.60%
BANK OF NEW YORK MELLON CORP0.59%

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