MAI Capital Management’s iShares US Regional Banks ETF IAT Stock Holding History

MAI Capital Management’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
2026 Q2	–	Sell	-1,200	Closed	-$64.6K	–	3289
2026 Q1	$64.6K	Hold	1,200	–	–	﹤0.01%	2082
2025 Q4	$66.2K	Hold	1,200	–	–	﹤0.01%	1858
2025 Q3	$63K	Buy	1,200 +200	+20%	+$10.4K	﹤0.01%	1804
2025 Q2	$49.5K	Sell	1,000 -216	-18%	-$9.84K	﹤0.01%	1858
2025 Q1	$56.7K	Buy	1,216 +216	+22%	+$10.8K	﹤0.01%	1683
2024 Q4	$50.4K	Buy	+1,000	New	+$51.7K	﹤0.01%	1764

Other funds holding IAT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

MAI Capital Management's IAT Position: Q2 2026 in Review

MAI Capital Management sold out of iShares US Regional Banks ETF (IAT) in Q2 2026, closing a stake of 1,200 shares — an estimated $64.6K sold.

MAI Capital Management first reported a position in IAT in Q4 2024 and held it in 6 quarters. The position peaked at $66.2K in Q4 2025. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

MAI Capital Management reported no remaining iShares US Regional Banks ETF position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 1,200 iShares US Regional Banks ETF shares in Q2 2026, an estimated $64.6K.
MAI Capital Management first reported a position in iShares US Regional Banks ETF in Q4 2024 and held it in 6 quarters.
MAI Capital Management's iShares US Regional Banks ETF position peaked at $66.2K in Q4 2025.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.