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Perkins Coie Trust Company’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Perkins Coie Trust Company’s Portfolio SBIO Stock Details SBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-37
Closed -$1.44K – 288
2025
Q3 		$1.44K Buy
+37
New +$1.27K ﹤0.01% 255

Other funds holding SBIO

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Perkins Coie Trust Company's SBIO Position: Q4 2025 in Review

Perkins Coie Trust Company sold out of ALPS Medical Breakthroughs ETF (SBIO) in Q4 2025, closing a stake of 37 shares — an estimated $1.44K sold.

Perkins Coie Trust Company first reported a position in SBIO in Q3 2025 and held it in 1 quarter. The position peaked at $1.44K in Q3 2025. 58 funds tracked by Wall St. Rank hold SBIO as of Q4 2025.

  • Perkins Coie Trust Company reported no remaining ALPS Medical Breakthroughs ETF position as of Q4 2025 after selling out during the quarter.
  • Perkins Coie Trust Company sold 37 ALPS Medical Breakthroughs ETF shares in Q4 2025, an estimated $1.44K.
  • Perkins Coie Trust Company first reported a position in ALPS Medical Breakthroughs ETF in Q3 2025 and held it in 1 quarter.
  • Perkins Coie Trust Company's ALPS Medical Breakthroughs ETF position peaked at $1.44K in Q3 2025.
  • 58 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q4 2025.

Based on Perkins Coie Trust Company's 13F filing for Q4 2025, filed 12 Jan 2026.