Joel Greenblatt's KBWB Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 27,974 shares of Invesco KBW Bank ETF (KBWB) worth $2.21 M, representing 0.01% of the portfolio. First purchased in 2025-Q1, this short-term holding has been held for 5 quarters.
Based on 13F filings, Joel Greenblatt has maintained this position in KBWB for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2026, adding 10,753 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Invesco KBW Bank ETF (KBWB) Holding Value Over Time
Track share changes against reported price movement
Quarterly Invesco KBW Bank ETF (KBWB) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +10,753 | Add 62.44% | 27,974 | $79.12 |
| Q4 2025 | +7,221 | Add 72.21% | 17,221 | $84.29 |
| Q1 2025 | +10,000 | New Buy | 10,000 | $62.77 |
Joel Greenblatt's Invesco KBW Bank ETF Investment FAQs
Joel Greenblatt first purchased Invesco KBW Bank ETF (KBWB) in Q1 2025, acquiring 10,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Invesco KBW Bank ETF (KBWB) for 5 quarters since Q1 2025.
Joel Greenblatt's largest addition to Invesco KBW Bank ETF (KBWB) was in Q1 2026, adding 27,974 shares worth $2.21 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 27,974 shares of Invesco KBW Bank ETF (KBWB), valued at approximately $2.21 M.
As of the Q1 2026 filing, Invesco KBW Bank ETF (KBWB) represents approximately 0.01% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Invesco KBW Bank ETF (KBWB) was 27,974 shares, as reported at the end of Q1 2026.