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Permanent Capital Management’s Invesco KBW Bank ETF KBWB Stock Holding History

Permanent Capital 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
Q1 		$762K Buy
8,728
+58
+0.7% +$4.85K 0.12% 63
2025
Q4 		$731K Sell
8,670
-279
-3% -$22.1K 0.14% 66
2025
Q3 		$700K Buy
+8,949
New +$674K 0.13% 71
2025
Q1 		$612K Buy
+9,756
New +$656K 0.18% 29
2024
Q2 		$641K Buy
+8,949
New +$472K 0.13% 70

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 $336B AUM 34.66% 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 $37.3B AUM 12.6% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Permanent Capital Management's KBWB Position: Q1 2026 in Review

Permanent Capital Management increased its Invesco KBW Bank ETF (KBWB) stake by 0.67% in Q1 2026, buying an estimated $4.85K and bringing the position to 8,728 shares worth $762K. The position accounts for 0.12% of the portfolio, ranked #63.

Permanent Capital Management first reported a position in KBWB in Q2 2024 and has held it in 5 quarters since. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

  • Permanent Capital Management held 8,728 shares of Invesco KBW Bank ETF worth $762K as of Q1 2026.
  • Permanent Capital Management bought 58 Invesco KBW Bank ETF shares in Q1 2026, an estimated $4.85K.
  • Invesco KBW Bank ETF made up 0.12% of Permanent Capital Management's portfolio in Q1 2026, its #63 holding.
  • Permanent Capital Management first reported a position in Invesco KBW Bank ETF in Q2 2024 and has held it in 5 quarters since.
  • 300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on Permanent Capital Management's 13F filing for Q1 2026, filed 14 May 2026.