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Private Wealth Management Group’s Invesco KBW Bank ETF KBWB Stock Holding History

Private Wealth Management Group’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 		$9.3K Sell
100
-400
-80% -$35K ﹤0.01% 605
2026
Q1 		$39.6K Buy
+500
New +$41.8K 0.01% 226
2024
Q1 		– Sell
-366
Closed -$18K – 1548
2023
Q4 		$18K Buy
+366
New +$15.5K 0.01% 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

Private Wealth Management Group's KBWB Position: Q2 2026 in Review

Private Wealth Management Group reduced its Invesco KBW Bank ETF (KBWB) stake by 80% in Q2 2026, selling an estimated $35K and leaving 100 shares worth $9.3K. The position accounts for ﹤0.01% of the portfolio, ranked #605.

Private Wealth Management Group first reported a position in KBWB in Q4 2023 and has held it in 3 quarters since. The position peaked at $39.6K in Q1 2026. 338 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • Private Wealth Management Group held 100 shares of Invesco KBW Bank ETF worth $9.3K as of Q2 2026.
  • Private Wealth Management Group sold 400 Invesco KBW Bank ETF shares in Q2 2026, an estimated $35K.
  • Invesco KBW Bank ETF made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #605 holding.
  • Private Wealth Management Group first reported a position in Invesco KBW Bank ETF in Q4 2023 and has held it in 3 quarters since.
  • Private Wealth Management Group's Invesco KBW Bank ETF position peaked at $39.6K in Q1 2026.
  • 338 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.