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BANK OF JACKSON HOLE TRUST 13F portfolio summary

BANK OF JACKSON HOLE TRUST of BANK OF JACKSON HOLE TRUST has 516 current stock holdings with a reported portfolio value of $206.5M. The portfolio 1 year return is +15.67%. Top holdings include BND (0.00%), BIV (0.00%), AGG (0.00%), XTWO (0.00%), BOND (0.00%).

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BANK OF JACKSON HOLE TRUST

BANK OF JACKSON HOLE TRUST
Latest filing: 2026-03-31

BANK OF JACKSON HOLE TRUST runs BANK OF JACKSON HOLE TRUST and currently holds 516 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $206.51M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. BANK OF JACKSON HOLE TRUST ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, BANK OF JACKSON HOLE TRUST's portfolio at BANK OF JACKSON HOLE TRUST has delivered returns of +15.67%. Their 3-year annualized return is +11.63%. Looking at the 5-year horizon, BANK OF JACKSON HOLE TRUST has achieved +11.63% annualized returns at BANK OF JACKSON HOLE TRUST.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+15.67%
#0/1000
3 Year
+11.63%
#0/1000
5 Year
+11.63%
#0/1000

Portfolio Value

$206.51M

Alpha Score

11.0

#0 of 1000

Holdings

516

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change