Pathstone Holdings’s iShares US Regional Banks ETF IAT Stock Holding History

Pathstone Holdings’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	$2.84M	Hold	45,620	–	–	0.01%	919
2026 Q1	$2.46M	Hold	45,620	–	–	0.01%	921
2025 Q4	$2.52M	Hold	45,620	–	–	0.01%	909
2025 Q3	$2.4M	Hold	45,620	–	–	0.01%	921
2025 Q2	$2.26M	Buy	+45,620	New	+$2.08M	0.01%	926

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

Pathstone Holdings's IAT Position: Q2 2026 in Review

Pathstone Holdings held its iShares US Regional Banks ETF (IAT) position steady in Q2 2026 at 45,620 shares worth $2.84M. The position accounts for 0.01% of the portfolio, ranked #919.

Pathstone Holdings first reported a position in IAT in Q2 2025 and has held it in 5 quarters since. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

Pathstone Holdings held 45,620 shares of iShares US Regional Banks ETF worth $2.84M as of Q2 2026.
Pathstone Holdings left its iShares US Regional Banks ETF share count unchanged in Q2 2026.
iShares US Regional Banks ETF made up 0.01% of Pathstone Holdings's portfolio in Q2 2026, its #919 holding.
Pathstone Holdings first reported a position in iShares US Regional Banks ETF in Q2 2025 and has held it in 5 quarters since.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.