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

Corient Private Wealth’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	$264K	Buy	2,841 +75	+3%	+$6.56K	﹤0.01%	2627
2026 Q1	$201K	Buy	+2,766	New	+$231K	﹤0.01%	2563
2025 Q1	–	Sell	-3,074	Closed	-$201K	–	2370
2024 Q4	$201K	Sell	3,074 -4,763	-61%	-$311K	﹤0.01%	2119
2024 Q3	$459K	Buy	+7,837	New	+$446K	﹤0.01%	1787
2023 Q1	–	Sell	-6,673	Closed	-$344K	–	2036
2022 Q4	$344K	Buy	+6,673	New	+$350K	﹤0.01%	1283

Other funds holding KBWB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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 Singapore $37.3B AUM 12.6% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Corient Private Wealth's KBWB Position: Q2 2026 in Review

Corient Private Wealth increased its Invesco KBW Bank ETF (KBWB) stake by 2.7% in Q2 2026, buying an estimated $6.56K and bringing the position to 2,841 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #2627.

Corient Private Wealth first reported a position in KBWB in Q4 2022 and has held it in 5 quarters since. The position peaked at $459K in Q3 2024. 338 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

Corient Private Wealth held 2,841 shares of Invesco KBW Bank ETF worth $264K as of Q2 2026.
Corient Private Wealth bought 75 Invesco KBW Bank ETF shares in Q2 2026, an estimated $6.56K.
Invesco KBW Bank ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2627 holding.
Corient Private Wealth first reported a position in Invesco KBW Bank ETF in Q4 2022 and has held it in 5 quarters since.
Corient Private Wealth's Invesco KBW Bank ETF position peaked at $459K in Q3 2024.
338 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.