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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
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

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 $295B AUM 31.6% 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 $30.5B AUM 13.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Private Wealth Management Group's KBWB Position: Q1 2026 in Review

Private Wealth Management Group opened a new position in Invesco KBW Bank ETF (KBWB) in Q1 2026: 500 shares worth $39.6K. The stake represents 0.01% of the portfolio and ranks #226 among its holdings. This is a return to the name: Private Wealth Management Group previously reported a position in KBWB as recently as Q4 2023.

Private Wealth Management Group first reported a position in KBWB in Q4 2023 and has held it in 2 quarters since. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

  • Private Wealth Management Group held 500 shares of Invesco KBW Bank ETF worth $39.6K as of Q1 2026.
  • Invesco KBW Bank ETF was a new Private Wealth Management Group position in Q1 2026.
  • Invesco KBW Bank ETF made up 0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #226 holding.
  • Private Wealth Management Group first reported a position in Invesco KBW Bank ETF in Q4 2023 and has held it in 2 quarters since.
  • 300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.