2UniFi Bank

All 13F Filings

Location
Jackson, WY
Most recent 13F
Q1 2026
Holdings value ($000)
206,511
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q1 2026 5/12/2026 519 206,511 13F-HR Bank of Jackson Hole Trust
Q4 2025 2/12/2026 521 210,713 13F-HR Bank of Jackson Hole Trust
Q3 2025 10/31/2025 447 199,739 13F-HR Bank of Jackson Hole Trust
Q2 2025 8/1/2025 449 176,134 13F-HR Bank of Jackson Hole Trust
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 119.2 K 57.7% 0 23.8 K -23.8 K
ETFs 86.02 K 41.7% 19.48 K 0 19.48 K
Debt 1.252 K 0.6% 107 0 107
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Fund Snapshot

Q1 2026
Latest filed
5/12/2026
Total value ($000)
206,511
Holdings
519
QoQ value change ($000)
-4,202 (-2.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.