EQUITABLE TRUST CO

All 13F Filings

Location
Nashville, TN
Most recent 13F
Q4 2025
Holdings value ($000)
2,239,860
Description
Website
Founded
Chairman
CEO
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
Q4 2025 2/2/2026 439 2,239,860 13F-HR EQUITABLE TRUST CO
Q3 2025 11/10/2025 439 2,175,361 13F-HR EQUITABLE TRUST CO
Q2 2025 7/23/2025 432 2,007,162 13F-HR EQUITABLE TRUST CO
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 2.24 M 100.0% 64.51 K 0 64.51 K
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Fund Snapshot

Q4 2025
Latest filed
2/2/2026
Total value ($000)
2,239,860
Holdings
439
QoQ value change ($000)
64,499 (3.0%)
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.