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HM Payson & Co’s iShares US Regional Banks ETF IAT Stock Holding History

HM Payson & Co’s Portfolio IAT Stock Details IAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-87
Closed -$4.06K – 1022
2025
Q1 		$4.06K Hold
87
– – ﹤0.01% 918
2024
Q4 		$4.38K Hold
87
– – ﹤0.01% 911
2024
Q3 		$4.14K Hold
87
– – ﹤0.01% 912
2024
Q2 		$3.61K Buy
+87
New +$3.6K ﹤0.01% 910

Other funds holding IAT

EPFB
Employees Provident Fund Board Shah Alam, Malaysia $13.2B AUM 29.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HM Payson & Co's IAT Position: Q2 2025 in Review

HM Payson & Co sold out of iShares US Regional Banks ETF (IAT) in Q2 2025, closing a stake of 87 shares — an estimated $4.06K sold.

HM Payson & Co first reported a position in IAT in Q2 2024 and held it in 4 quarters. The position peaked at $4.38K in Q4 2024. 166 funds tracked by Wall St. Rank hold IAT as of Q2 2025.

  • HM Payson & Co reported no remaining iShares US Regional Banks ETF position as of Q2 2025 after selling out during the quarter.
  • HM Payson & Co sold 87 iShares US Regional Banks ETF shares in Q2 2025, an estimated $4.06K.
  • HM Payson & Co first reported a position in iShares US Regional Banks ETF in Q2 2024 and held it in 4 quarters.
  • HM Payson & Co's iShares US Regional Banks ETF position peaked at $4.38K in Q4 2024.
  • 166 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2025.

Based on HM Payson & Co's 13F filing for Q2 2025, filed 17 Oct 2025.