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 Q3	$203K	Buy	2,921 +43	+1%	+$3.22K	﹤0.01%	1394
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

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

Rosenthal Henry Capital Advisors Mishawaka, Indiana $109M AUM 9.31% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Perigon Wealth Management's KRE Position: Q3 2026 in Review

Perigon Wealth Management increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 1.5% in Q3 2026, buying an estimated $3.22K and bringing the position to 2,921 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #1394.

Perigon Wealth Management first reported a position in KRE in Q1 2018 and has held it in 5 quarters since. The position peaked at $1.05M in Q1 2025. 152 funds tracked by Wall St. Rank hold KRE as of Q3 2026.

Perigon Wealth Management held 2,921 shares of State Street SPDR S&P Regional Banking ETF worth $203K as of Q3 2026.
Perigon Wealth Management bought 43 State Street SPDR S&P Regional Banking ETF shares in Q3 2026, an estimated $3.22K.
State Street SPDR S&P Regional Banking ETF made up ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1394 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 5 quarters since.
Perigon Wealth Management's State Street SPDR S&P Regional Banking ETF position peaked at $1.05M in Q1 2025.
152 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.