PWM
KWEB icon

Perigon Wealth Management’s KraneShares CSI China Internet ETF KWEB Stock Holding History

Perigon Wealth Management’s Portfolio KWEB Stock Details KWEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$819K Buy
28,818
+11,259
+64% +$369K 0.01% 595
2025
Q4 		$598K Buy
17,559
+2,894
+20% +$111K 0.01% 710
2025
Q3 		$616K Sell
14,665
-1,342
-8% -$50.3K 0.01% 664
2025
Q2 		$550K Hold
16,007
– – 0.01% 644
2025
Q1 		$559K Sell
16,007
-2,900
-15% -$96.1K 0.01% 610
2024
Q4 		$539K Sell
18,907
-3,900
-17% -$125K 0.01% 619
2024
Q3 		$776K Buy
22,807
+8,610
+61% +$232K 0.02% 498
2024
Q2 		$384K Sell
14,197
-421
-3% -$12.1K 0.01% 606
2024
Q1 		$384K Buy
14,618
+3,411
+30% +$86K 0.01% 605
2023
Q4 		$303K Buy
11,207
+800
+8% +$21.7K 0.01% 657
2023
Q3 		$285K Sell
10,407
-500
-5% -$14.2K 0.01% 604
2023
Q2 		$294K Buy
10,907
+691
+7% +$19.2K 0.01% 617
2023
Q1 		$319K Sell
10,216
-3,000
-23% -$95.9K 0.02% 524
2022
Q4 		$399K Buy
13,216
+4,900
+59% +$125K 0.02% 443
2022
Q3 		$205K Sell
8,316
-595
-7% -$17.1K 0.02% 540
2022
Q2 		$292K Buy
8,911
+1,630
+22% +$46.8K 0.02% 435
2022
Q1 		$208K Buy
7,281
+1,574
+28% +$52.8K 0.01% 570
2021
Q4 		$208K Buy
+5,707
New +$263K 0.01% 553
2021
Q1 		– Sell
-1,987
Closed -$153K – 793
2020
Q4 		$153K Buy
+1,987
New +$147K 0.02% 450

Other funds holding KWEB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
DT
DV Trading Chicago, Illinois $4.22B AUM
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return
SP
SIH Partners Wilmington, Delaware $7.58B AUM 5.28% 1-Year Est. Return

Perigon Wealth Management's KWEB Position: Q1 2026 in Review

Perigon Wealth Management increased its KraneShares CSI China Internet ETF (KWEB) stake by 64% in Q1 2026, buying an estimated $369K and bringing the position to 28,818 shares worth $819K. The position accounts for 0.01% of the portfolio, ranked #595.

Perigon Wealth Management first reported a position in KWEB in Q4 2020 and has held it in 19 quarters since. 310 funds tracked by Wall St. Rank hold KWEB as of Q1 2026.

  • Perigon Wealth Management held 28,818 shares of KraneShares CSI China Internet ETF worth $819K as of Q1 2026.
  • Perigon Wealth Management bought 11,259 KraneShares CSI China Internet ETF shares in Q1 2026, an estimated $369K.
  • KraneShares CSI China Internet ETF made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #595 holding.
  • Perigon Wealth Management first reported a position in KraneShares CSI China Internet ETF in Q4 2020 and has held it in 19 quarters since.
  • 310 funds tracked by Wall St. Rank held KraneShares CSI China Internet ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.