Corient Private Wealth
KBWB icon

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
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

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

Corient Private Wealth's KBWB Position: Q1 2026 in Review

Corient Private Wealth opened a new position in Invesco KBW Bank ETF (KBWB) in Q1 2026: 2,766 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #2563 among its holdings. This is a return to the name: Corient Private Wealth previously reported a position in KBWB as recently as Q4 2024.

Corient Private Wealth first reported a position in KBWB in Q4 2022 and has held it in 4 quarters since. The position peaked at $459K in Q3 2024. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

  • Corient Private Wealth held 2,766 shares of Invesco KBW Bank ETF worth $201K as of Q1 2026.
  • Invesco KBW Bank ETF was a new Corient Private Wealth position in Q1 2026.
  • Invesco KBW Bank ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2563 holding.
  • Corient Private Wealth first reported a position in Invesco KBW Bank ETF in Q4 2022 and has held it in 4 quarters since.
  • Corient Private Wealth's Invesco KBW Bank ETF position peaked at $459K in Q3 2024.
  • 300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.