KBWR β€” Invesco KBW Regional Banking

Ownership history in SOL Capital Management CO  Β·  26 quarters on record

AI Ownership Summary

SOL Capital Management CO reported Invesco KBW Regional Banking (KBWR) in 26 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.04% in 2023 Q4. The latest visible filing shows KBWR at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this KBWR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SOL Capital Management CO's position in Invesco KBW Regional Banking, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

KBWR was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SOL Capital Management CO held KBWR β€” position size vs. price
% of Fund (quarterly)    KBWR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 3,275 -1,750 -34.8% 0.02% $203K 2026-02-14 (Est.) $68.45
2024 Q2 REDUCED 5,025 -1,000 -16.6% 0.03% $247K 2024-07-23 $55.26
2024 Q1 UNCHANGED 6,025 β€” 0% 0.04% $307K 2024-04-24 $47.37
2023 Q4 REDUCED 6,025 -550 -8.4% 0.04% $329K 2024-01-25 $50.03
22 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About SOL Capital Management CO and KBWR

These are the practical questions this page is built to answer before you even open the full history table.

How long has SOL Capital Management CO reported owning KBWR?

SOL Capital Management CO reported KBWR across 4 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported KBWR position in SOL Capital Management CO's portfolio?

The largest reported portfolio weight for KBWR was 0.04% in 2023 Q4.

What is the latest reported KBWR position on this page?

The most recent filing on this page is 2025 Q4, when SOL Capital Management CO reported 3,275 shares, equal to 0.02% of portfolio, with an estimated market value of $203K.

What does the chart on this KBWR ownership page compare?

The chart compares SOL Capital Management CO's quarterly KBWR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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