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Joel Greenblatt’s Invesco KBW Bank ETF KBWB Stock Holding History

Joel Greenblatt’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 		$2.87M Buy
30,814
+2,840
+10% +$248K 0.01% 1068
2026
Q1 		$2.21M Buy
27,974
+10,753
+62% +$899K 0.01% 1080
2025
Q4 		$1.45M Buy
17,221
+7,221
+72% +$571K 0.01% 1144
2025
Q3 		$782K Hold
10,000
– – ﹤0.01% 1278
2025
Q2 		$716K Hold
10,000
– – ﹤0.01% 1229
2025
Q1 		$628K Buy
+10,000
New +$673K 0.01% 1159

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

Joel Greenblatt's KBWB Position: Q2 2026 in Review

Joel Greenblatt increased its Invesco KBW Bank ETF (KBWB) stake by 10% in Q2 2026, buying an estimated $248K and bringing the position to 30,814 shares worth $2.87M. The position accounts for 0.01% of the portfolio, ranked #1068.

Joel Greenblatt first reported a position in KBWB in Q1 2025 and has held it in 6 quarters since. 337 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • Joel Greenblatt held 30,814 shares of Invesco KBW Bank ETF worth $2.87M as of Q2 2026.
  • Joel Greenblatt bought 2,840 Invesco KBW Bank ETF shares in Q2 2026, an estimated $248K.
  • Invesco KBW Bank ETF made up 0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1068 holding.
  • Joel Greenblatt first reported a position in Invesco KBW Bank ETF in Q1 2025 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 Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.