CA
KBWB icon

Cornerstone Advisors’s Invesco KBW Bank ETF KBWB Stock Holding History

Cornerstone Advisors’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 		– Sell
-665,269
Closed -$52.6M – 120
2026
Q1 		$52.6M Buy
665,269
+304,600
+84% +$25.5M 1.94% 12
2025
Q4 		$30.4M Buy
+360,669
New +$28.5M 1.01% 19

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

Cornerstone Advisors's KBWB Position: Q2 2026 in Review

Cornerstone Advisors sold out of Invesco KBW Bank ETF (KBWB) in Q2 2026, closing a stake of 665,269 shares — an estimated $52.6M sold.

Cornerstone Advisors first reported a position in KBWB in Q4 2025 and held it in 2 quarters. The position peaked at $52.6M in Q1 2026. 338 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • Cornerstone Advisors reported no remaining Invesco KBW Bank ETF position as of Q2 2026 after selling out during the quarter.
  • Cornerstone Advisors sold 665,269 Invesco KBW Bank ETF shares in Q2 2026, an estimated $52.6M.
  • Cornerstone Advisors first reported a position in Invesco KBW Bank ETF in Q4 2025 and held it in 2 quarters.
  • Cornerstone Advisors's Invesco KBW Bank ETF position peaked at $52.6M in Q1 2026.
  • 338 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Cornerstone Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.