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Circle Wealth Management’s Invesco KBW Bank ETF KBWB Stock Holding History

Circle Wealth Management’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
2026
Q1 		$527K Buy
+6,662
New +$557K 0.01% 193

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Circle Wealth Management's KBWB Position: Q1 2026 in Review

Circle Wealth Management opened a new position in Invesco KBW Bank ETF (KBWB) in Q1 2026: 6,662 shares worth $527K. The stake represents 0.01% of the portfolio and ranks #193 among its holdings.

300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

  • Circle Wealth Management held 6,662 shares of Invesco KBW Bank ETF worth $527K as of Q1 2026.
  • Invesco KBW Bank ETF was a new Circle Wealth Management position in Q1 2026.
  • Invesco KBW Bank ETF made up 0.01% of Circle Wealth Management's portfolio in Q1 2026, its #193 holding.
  • 300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on Circle Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.