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Cliff Asness’s Invesco KBW Bank ETF KBWB Stock Holding History

Cliff Asness’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
Q2 		$1.59M Buy
17,115
+11,235
+191% +$983K ﹤0.01% 2761
2026
Q1 		$465K Buy
5,880
+1,817
+45% +$152K ﹤0.01% 3161
2025
Q4 		$342K Buy
4,063
+1
+0% +$79 ﹤0.01% 3113
2025
Q3 		$318K Buy
4,062
+404
+11% +$30.4K ﹤0.01% 3061
2025
Q2 		$262K Buy
+3,658
New +$232K ﹤0.01% 2934
2025
Q1 		– Sell
-3,163
Closed -$207K – 3171
2024
Q4 		$207K Buy
+3,163
New +$207K ﹤0.01% 2660

Other funds holding KBWB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Cliff Asness's KBWB Position: Q2 2026 in Review

Cliff Asness increased its Invesco KBW Bank ETF (KBWB) stake by 191% in Q2 2026, buying an estimated $983K and bringing the position to 17,115 shares worth $1.59M. The position accounts for ﹤0.01% of the portfolio, ranked #2761.

Cliff Asness first reported a position in KBWB in Q4 2024 and has held it in 6 quarters since. 337 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • Cliff Asness held 17,115 shares of Invesco KBW Bank ETF worth $1.59M as of Q2 2026.
  • Cliff Asness bought 11,235 Invesco KBW Bank ETF shares in Q2 2026, an estimated $983K.
  • Invesco KBW Bank ETF made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #2761 holding.
  • Cliff Asness first reported a position in Invesco KBW Bank ETF in Q4 2024 and has held it in 6 quarters since.
  • 337 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.