Perigon Wealth Management’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Perigon Wealth Management’s Portfolio KRE Stock Details KRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$215K	Buy	+2,878	New	+$201K	﹤0.01%	1327
2025 Q2	–	Sell	-18,554	Closed	-$1.05M	–	1086
2025 Q1	$1.05M	Buy	+18,554	New	+$1.13M	0.03%	438
2018 Q3	–	Sell	-7,330	Closed	-$447K	–	257
2018 Q2	$447K	Sell	7,330 -230	-3%	-$14.4K	0.13%	137
2018 Q1	$457K	Buy	+7,560	New	+$469K	0.17%	91

Other funds holding KRE

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Perigon Wealth Management's KRE Position: Q2 2026 in Review

Perigon Wealth Management opened a new position in State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2026: 2,878 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #1327 among its holdings. This is a return to the name: Perigon Wealth Management previously reported a position in KRE as recently as Q1 2025.

Perigon Wealth Management first reported a position in KRE in Q1 2018 and has held it in 4 quarters since. The position peaked at $1.05M in Q1 2025. 545 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Perigon Wealth Management held 2,878 shares of State Street SPDR S&P Regional Banking ETF worth $215K as of Q2 2026.
State Street SPDR S&P Regional Banking ETF was a new Perigon Wealth Management position in Q2 2026.
State Street SPDR S&P Regional Banking ETF made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1327 holding.
Perigon Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2018 and has held it in 4 quarters since.
Perigon Wealth Management's State Street SPDR S&P Regional Banking ETF position peaked at $1.05M in Q1 2025.
545 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.