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GeoWealth Management’s Invesco KBW Bank ETF KBWB Stock Holding History

GeoWealth 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
Q2 		$394K Buy
+4,242
New +$371K 0.01% 567
2023
Q1 		– Sell
-6,765
Closed -$349K – 412
2022
Q4 		$349K Buy
+6,765
New +$355K 0.04% 175
2022
Q2 		– Sell
-3,845
Closed -$245K – 365
2022
Q1 		$245K Buy
+3,845
New +$267K 0.02% 281

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

GeoWealth Management's KBWB Position: Q2 2026 in Review

GeoWealth Management opened a new position in Invesco KBW Bank ETF (KBWB) in Q2 2026: 4,242 shares worth $394K. The stake represents 0.01% of the portfolio and ranks #567 among its holdings. This is a return to the name: GeoWealth Management previously reported a position in KBWB as recently as Q4 2022.

GeoWealth Management first reported a position in KBWB in Q1 2022 and has held it in 3 quarters since. 339 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • GeoWealth Management held 4,242 shares of Invesco KBW Bank ETF worth $394K as of Q2 2026.
  • Invesco KBW Bank ETF was a new GeoWealth Management position in Q2 2026.
  • Invesco KBW Bank ETF made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #567 holding.
  • GeoWealth Management first reported a position in Invesco KBW Bank ETF in Q1 2022 and has held it in 3 quarters since.
  • 339 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.