DOSSIER · 13F-HR · Q1 2026

Bank of Jackson Hole Trust

$207M in tracked AUM across 519 positions as of Q1 2026.

BO
CIK 0002040900 · last filed Mar 31, 2026
Total AUM
$207M
as of Q1 2026
Holdings
519
positions
Whale Score
40
40
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Bank of Jackson Hole Trust filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IWF
Ishares Trust Russell 1000 Growth ETF
$13M30K6.2%
02
EFA
MFC iShares Tr MSCI Eafe ETF
$9M92K4.3%
03
IJH
MFC iShares Tr S&P Midcap 400
$9M129K4.2%
04
AAPL
Apple Inc
$8M32K3.9%
05
NVDA
NVIDIA, Corp.
$7M43K3.6%
06
VTV
Vanguard Value Index Fund Etf
$6M30K2.8%
07
IEMG
Ishares Core Msci Emerging Markets Etf
$5M75K2.5%
08
MSFT
Microsoft Corp
$5M14K2.5%
09
GOOGL
Alphabet Inc Ordinary Shares - Class A
$4M16K2.2%
10
IAU
MFC iShares Gold Tr NEW
$4M47K2.0%

Filing history

2026Q1Mar 31
$207M 2.0%
519 positionsView →
2025Q4Dec 31
$211M 5.5%
521 positionsView →
2025Q3Sep 30
$200M 13.4%
447 positionsView →
2025Q2Jun 30
$176M 13.9%
449 positionsLocked
2025Q1Mar 31
$155M 3.0%
450 positionsLocked
2024Q4Dec 31
$150M
516 positionsLocked