Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
PFI vs KBWB
Shared holdings
11
PFI covered by KBWB
25.66%
KBWB covered by PFI
25.66%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 44 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
PFI (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| LEMONADE INC | 4.83% | |
| Invesco Private Prime Fund | 4.65% | |
| JPMORGAN CHASE and CO | 4.65% | |
| INTERACTIVE BROKERS GROUP INC | 4.33% | |
| NASDAQ INC | 3.65% | |
| RAYMOND JAMES FINANCIAL INC. | 3.53% | |
| AMERICAN EXPRESS CO | 3.52% | |
| MORGAN STANLEY | 3.47% | |
| GOLDMAN SACHS GROUP INC | 3.26% | |
| CBRE GROUP INC - CL A | 2.76% | |
| SIMON PROPERTY | 2.73% | |
| WELLTOWER INC | 2.69% | |
| CITIGROUP INC | 2.58% | |
| WELLS FARGO & CO | 2.58% | |
| CAPITAL ONE FINANCIAL CORP | 2.56% | |
| BANK OF NEW YORK MELLON CORP | 2.54% | |
| VENTAS INC REIT | 2.52% | |
| BLACKROCK INC | 2.47% | |
| INVESCO LTD | 2.45% | |
| CITIZENS FINANCIAL GROUP INC | 2.39% | |
| CBOE GLOBAL MARKETS INC | 2.37% | |
| SYNCHRONY FINANCIAL | 2.22% | |
| ENOVA INTL INC | 2.21% | |
| PIPER SANDLER COS | 2.02% | |
| AMERICAN HEALTHCARE REIT INC | 1.89% | |
| Invesco Private Government Fund | 1.79% | |
| ONEMAIN HOLDINGS INC | 1.79% | |
| HCI GROUP INC | 1.76% | |
| POPULAR INC | 1.68% | |
| OUTFRONT MEDIA INC | 1.50% | |
| OLD REPUBLIC INTL CORP | 1.49% | |
| STIFEL FINANCIAL CORP | 1.48% | |
| LENDINGCLUB CORP | 1.46% | |
| DIGITALBRIDGE GROUP INC | 1.44% | |
| JONES LANG LASALLE INC | 1.38% | |
| AXIS CAPITAL | 1.35% | |
| SEZZLE INC | 1.33% | |
| AMERIS BANCORP | 1.33% | |
| TPG INC | 1.23% | |
| HERITAGE INSURANCE HOLDINGS INC | 1.07% | |
| SIRIUSPOINT LTD | 1.06% | |
| MERCURY GENERAL CORP | 0.94% | |
| COASTAL FINANCIAL CORP/WA | 0.87% | |
| Invesco Government & Agency Portfolio, Institutional Class | 0.16% |
KBWB (Feb. 28, 2026)
| Security | Weight | |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 7.83% | |
| MORGAN STANLEY | 7.39% | |
| JPMORGAN CHASE and CO | 7.22% | |
| WELLS FARGO & CO | 7.14% | |
| BANK OF AMERICA CORPORATION | 6.99% | |
| FIFTH THIRD BANCORP | 5.86% | |
| HUNTINGTON BANCSHARES INC | 4.55% | |
| M&T BANK CORP | 4.29% | |
| US BANCORP DEL | 4.19% | |
| PNC FINANCIAL SERVICES GRP INC | 4.19% | |
| STATE STREET CORP | 4.07% | |
| CITIGROUP INC | 4.00% | |
| BANK OF NEW YORK MELLON CORP | 4.00% | |
| TRUIST FINL CORP | 3.99% | |
| NORTHERN TRUST CORP | 3.61% | |
| CITIZENS FINANCIAL GROUP INC | 3.45% | |
| CAPITAL ONE FINANCIAL CORP | 3.36% | |
| REGIONS FINANCIAL CORP | 3.31% | |
| KEYCORP | 3.02% | |
| EAST WEST BNCRP | 2.01% | |
| FIRST HORIZON CORP | 1.56% | |
| WESTERN ALLIANCE BANCORP | 1.18% | |
| ZIONS BANCORP NA | 1.13% | |
| Invesco Private Prime Fund | 1.09% | |
| Invesco Private Government Fund | 0.42% | |
| Invesco Government & Agency Portfolio, Institutional Class | 0.13% |
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