Zurich Cantonal Bank’s American Assets Trust AAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$758K Buy
41,160
+10,495
+34% +$197K ﹤0.01% 1591
2025
Q4
$580K Sell
30,665
-2,860
-9% -$55.2K ﹤0.01% 1702
2025
Q3
$681K Sell
33,525
-654
-2% -$13.2K ﹤0.01% 1541
2025
Q2
$675K Buy
34,179
+4,188
+14% +$81.5K ﹤0.01% 1467
2025
Q1
$604K Buy
29,991
+2,952
+11% +$66.6K ﹤0.01% 1485
2024
Q4
$710K Buy
27,039
+9,271
+52% +$253K ﹤0.01% 1420
2024
Q3
$475K Hold
17,768
﹤0.01% 1597
2024
Q2
$398K Hold
17,768
﹤0.01% 1643
2024
Q1
$389K Hold
17,768
﹤0.01% 1638
2023
Q4
$400K Hold
17,768
﹤0.01% 1655
2023
Q3
$346K Sell
17,768
-2,029
-10% -$42.6K ﹤0.01% 1628
2023
Q2
$380K Buy
19,797
+2,176
+12% +$40.8K ﹤0.01% 1517
2023
Q1
$328K Buy
17,621
+1,896
+12% +$46.2K ﹤0.01% 1559
2022
Q4
$417K Sell
15,725
-172
-1% -$4.65K ﹤0.01% 1356
2022
Q3
$409K Hold
15,897
﹤0.01% 1318
2022
Q2
$472K Hold
15,897
﹤0.01% 1259
2022
Q1
$602K Hold
15,897
﹤0.01% 1234
2021
Q4
$597K Buy
15,897
+1,195
+8% +$44.9K ﹤0.01% 1313
2021
Q3
$550K Hold
14,702
﹤0.01% 1240
2021
Q2
$548K Hold
14,702
﹤0.01% 1181
2021
Q1
$477K Sell
14,702
-13,071
-47% -$404K ﹤0.01% 1260
2020
Q4
$802K Hold
27,773
﹤0.01% 1047
2020
Q3
$669K Hold
27,773
﹤0.01% 960
2020
Q2
$773K Buy
27,773
+1,921
+7% +$52.6K 0.01% 864
2020
Q1
$646K Buy
25,852
+1,055
+4% +$42.7K 0.01% 828
2019
Q4
$1.14M Sell
24,797
-1,036
-4% -$48.4K 0.01% 792
2019
Q3
$1.21M Buy
25,833
+637
+3% +$29.9K 0.01% 764
2019
Q2
$1.19M Buy
25,196
+5,145
+26% +$237K 0.01% 778
2019
Q1
$920K Sell
20,051
-1,019
-5% -$44.1K 0.01% 797
2018
Q4
$846K Sell
21,070
-4,559
-18% -$178K 0.01% 779
2018
Q3
$956K Hold
25,629
0.01% 801
2018
Q2
$981K Sell
25,629
-44,640
-64% -$1.58M 0.01% 801
2018
Q1
$2.35M Buy
70,269
+20,482
+41% +$695K 0.02% 600
2017
Q4
$1.9M Buy
49,787
+521
+1% +$20.5K 0.02% 660
2017
Q3
$1.96M Buy
49,266
+4,978
+11% +$200K 0.02% 643
2017
Q2
$1.75M Sell
44,288
-11,923
-21% -$489K 0.02% 664
2017
Q1
$2.35M Buy
56,211
+274
+0.5% +$11.7K 0.02% 594
2016
Q4
$2.41M Hold
55,937
0.02% 582
2016
Q3
$2.43M Buy
55,937
+157
+0.3% +$6.96K 0.03% 574
2016
Q2
$2.37M Buy
55,780
+24,000
+76% +$964K 0.03% 486
2016
Q1
$1.27M Buy
31,780
+130
+0.4% +$4.85K 0.02% 658
2015
Q4
$1.21M Buy
31,650
+14,805
+88% +$600K 0.02% 660
2015
Q3
$688K Buy
16,845
+8,286
+97% +$333K 0.01% 773
2015
Q2
$336K Buy
8,559
+7,924
+1,248% +$321K ﹤0.01% 896
2015
Q1
$27K Buy
635
+155
+32% +$6.62K ﹤0.01% 1040
2014
Q4
$19K Buy
480
+45
+10% +$1.7K ﹤0.01% 919
2014
Q3
$14K Hold
435
﹤0.01% 917
2014
Q2
$15K Buy
435
+200
+85% +$6.81K ﹤0.01% 966
2014
Q1
$8K Hold
235
﹤0.01% 953
2013
Q4
$7K Buy
235
+56
+31% +$1.79K ﹤0.01% 944
2013
Q3
$5K Hold
179
﹤0.01% 942
2013
Q2
$6K Buy
+179
New +$5.91K ﹤0.01% 941

Other funds holding AAT

Zurich Cantonal Bank's AAT Position: Q1 2026 in Review

Zurich Cantonal Bank increased its American Assets Trust (AAT) stake by 34% in Q1 2026, buying an estimated $197K and bringing the position to 41,160 shares worth $758K. The position accounts for ﹤0.01% of the portfolio, ranked #1591.

Zurich Cantonal Bank first reported a position in AAT in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.43M in Q3 2016. 235 funds tracked by Wall St. Rank hold AAT as of Q1 2026.

  • Zurich Cantonal Bank held 41,160 shares of American Assets Trust worth $758K as of Q1 2026.
  • Zurich Cantonal Bank bought 10,495 American Assets Trust shares in Q1 2026, an estimated $197K.
  • American Assets Trust made up ﹤0.01% of Zurich Cantonal Bank's portfolio in Q1 2026, its #1591 holding.
  • Zurich Cantonal Bank first reported a position in American Assets Trust in Q2 2013 and has held it in 52 quarters since.
  • Zurich Cantonal Bank's American Assets Trust position peaked at $2.43M in Q3 2016.
  • 235 funds tracked by Wall St. Rank held American Assets Trust as of Q1 2026.

Based on Zurich Cantonal Bank's 13F filing for Q1 2026, filed 15 May 2026.