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Aldis Birkans

Bank Of Jackson Hole Trust

Assets Managed
$206.511M
Holdings
519
Last Quarter
2026 - Q1
Filed Date
1mo 23d ago
Growth Rate
-1.99%(2Q avg: 1.76%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Bank Of Jackson Hole Trust's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 519 positions.

Assets under management

The assets under management (AUM) of Bank Of Jackson Hole Trust over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 206.511M in assets, with a quarterly growth rate of -1.99% and a 2-quarter average growth rate of 1.76%. The portfolio is managed by Aldis Birkans, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IWF
Ishares Russell 1000 Growth
Recent Activity
Increased 4.52%
6.2%
$12.8M
30,018 shares@ $426.4 avg price
EFA
Ishares Msci Eafe Etf
Recent Activity
Decreased -0.27%
4.31%
$8.893M
91,559 shares@ $97.14 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -0.27%
4.22%
$8.7M
128,828 shares@ $67.54 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.72%
3.95%
$8.137M
32,063 shares@ $253.8 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -5.57%
3.62%
$7.459M
42,767 shares@ $174.41 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 11.11%
2.82%
$5.815M
29,636 shares@ $196.2 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 0.23%
2.55%
$5.263M
75,449 shares@ $69.76 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 1.68%
2.46%
$5.069M
13,693 shares@ $370.18 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -5.86%
2.18%
$4.482M
15,588 shares@ $287.56 avg price
IAU
Ishares Gold Trust
Recent Activity
Decreased -7.88%
2.03%
$4.18M
47,417 shares@ $88.17 avg price

1-10 of 519