DAVIDSON TRUST CO
All 13F Filings
- Location
- Seattle, WA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 231,969
- 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 | 4/20/2026 | 176 | 231,969 | 13F-HR | DAVIDSON TRUST CO |
| Q4 2025 | 1/27/2026 | 172 | 239,809 | 13F-HR | DAVIDSON TRUST CO |
| Q3 2025 | 10/20/2025 | 174 | 242,231 | 13F-HR | DAVIDSON TRUST CO |
| Q2 2025 | 7/28/2025 | 160 | 216,668 | 13F-HR | DAVIDSON TRUST CO |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 143.5 K | 61.9% | 0 | 96.32 K | -96.32 K |
| ETFs | 88.48 K | 38.1% | 88.48 K | 0 | 88.48 K |
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Fund Snapshot
Q1 2026
Latest filed
4/20/2026
Total value ($000)
231,969
Holdings
176
QoQ value change ($000)
-7,840
(-3.3%)
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.