CIBC Private Wealth Group
KBWB icon

CIBC Private Wealth Group’s Invesco KBW Bank ETF KBWB Stock Holding History

CIBC Private Wealth Group’s Portfolio KBWB Stock Details KBWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$99.4K Buy
1,179
+79
+7% +$6.25K ﹤0.01% 1516
2025
Q3 		$86K Buy
+1,100
New +$82.9K ﹤0.01% 1567
2018
Q3 		– Sell
-1,181
Closed -$63K – 1353
2018
Q2 		$63K Hold
1,181
– – ﹤0.01% 1122
2018
Q1 		$65K Sell
1,181
-340
-22% -$19.6K ﹤0.01% 1100
2017
Q4 		$84K Buy
+1,521
New +$80.3K ﹤0.01% 1065

Other funds holding KBWB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIBC Private Wealth Group's KBWB Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Invesco KBW Bank ETF (KBWB) stake by 7.2% in Q4 2025, buying an estimated $6.25K and bringing the position to 1,179 shares worth $99.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1516.

CIBC Private Wealth Group first reported a position in KBWB in Q4 2017 and has held it in 5 quarters since. 309 funds tracked by Wall St. Rank hold KBWB as of Q4 2025.

  • CIBC Private Wealth Group held 1,179 shares of Invesco KBW Bank ETF worth $99.4K as of Q4 2025.
  • CIBC Private Wealth Group bought 79 Invesco KBW Bank ETF shares in Q4 2025, an estimated $6.25K.
  • Invesco KBW Bank ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1516 holding.
  • CIBC Private Wealth Group first reported a position in Invesco KBW Bank ETF in Q4 2017 and has held it in 5 quarters since.
  • 309 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.