Corefirst Bank & Trust Investment Activity Q3 2026
Corefirst Bank & Trust's portfolio reached a total value of $198.2 million as of June 30, 2026, with the bank establishing new positions across various ETFs and individual stocks.
As of June 30, 2026, Corefirst Bank & Trust has established several significant new positions in its portfolio, reflecting strategic additions to specific sectors. The bank's holdings have increased substantially this quarter.
The most prominent addition is Apple Inc (AAPL), which now represents 5.5% of the total portfolio value, indicating a strong confidence in large-cap technology stocks or potentially replacing an existing position.
Aptus Collared Investment Opp ETF (ACIO), with a quarter-end allocation of Corefirst Bank & Trust's portfolio, shows the bank added shares this period. Similarly, IShares Edge MSCI Intl Value (IVLU), now holding approximately 3.4%, was also increased.
Vanguard FTSE Developed Markets ETF (VEA), representing about 4.16% of the portfolio, saw its position grow significantly this quarter. Avantis Intl Small Cap Value (AVDV), now at roughly 4.87%, was also added.
Vanguard High Dividend Yield Index Fund (VYM), with a current allocation of about 2.97%, appears to be another holding that the bank has increased this period, aligning with its focus on income-oriented investments.
These additions suggest Corefirst Bank & Trust is actively diversifying across different asset classes and sectors while maintaining exposure to high-quality large-cap technology like Apple Inc (AAPL).