BOJHT
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Bank of Jackson Hole Trust’s Exelon EXC Stock Holding History

Bank of Jackson Hole Trust’s Portfolio EXC Stock Details EXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-468
Closed -$22.9K – 149
2026
Q1 		$22.9K Hold
468
– – 0.01% 328
2025
Q4 		$20.4K Buy
468
+218
+87% +$9.95K 0.01% 334
2025
Q3 		$11.3K Hold
250
– – 0.01% 369
2025
Q2 		$10.9K Hold
250
– – 0.01% 365
2025
Q1 		$11.1K Sell
250
-151
-38% -$6.31K 0.01% 368
2024
Q4 		$15.1K Buy
+401
New +$15.6K 0.01% 338

Other funds holding EXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Bank of Jackson Hole Trust's EXC Position: Q2 2026 in Review

Bank of Jackson Hole Trust sold out of Exelon (EXC) in Q2 2026, closing a stake of 468 shares — an estimated $22.9K sold.

Bank of Jackson Hole Trust first reported a position in EXC in Q4 2024 and held it in 6 quarters. The position peaked at $22.9K in Q1 2026. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Bank of Jackson Hole Trust reported no remaining Exelon position as of Q2 2026 after selling out during the quarter.
  • Bank of Jackson Hole Trust sold 468 Exelon shares in Q2 2026, an estimated $22.9K.
  • Bank of Jackson Hole Trust first reported a position in Exelon in Q4 2024 and held it in 6 quarters.
  • Bank of Jackson Hole Trust's Exelon position peaked at $22.9K in Q1 2026.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Bank of Jackson Hole Trust's 13F filing for Q2 2026.