TCV Trust & Wealth Management, Inc.
All 13F Filings
- Location
- Richmond, VA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,319,845
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/24/2026 | 226 | 1,319,845 | 13F-HR | TCV Trust & Wealth Management, Inc. |
| Q1 2026 | 4/21/2026 | 215 | 1,193,194 | 13F-HR | TCV Trust & Wealth Management, Inc. |
| Q4 2025 | 1/23/2026 | 228 | 1,238,522 | 13F-HR | TCV Trust & Wealth Management, Inc. |
| Q3 2025 | 10/23/2025 | 223 | 1,194,285 | 13F-HR | TCV Trust & Wealth Management, Inc. |
| Q2 2025 | 7/11/2025 | 210 | 1,143,958 | 13F-HR | TCV Trust & Wealth Management, Inc. |
| Q2 2014 | 7/8/2014 | 174 | 611,861 | 13F-HR | TRUST CO OF VIRGINIA /VA |
| Q1 2014 | 4/10/2014 | 167 | 593,299 | 13F-HR | TRUST CO OF VIRGINIA /VA |
| Q4 2013 | 1/21/2014 | 169 | 585,463 | 13F-HR | TRUST CO OF VIRGINIA /VA |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 855.2 K | 64.8% | 71.81 K | 0 | 71.81 K |
| ETFs | 464.6 K | 35.2% | 54.85 K | 0 | 54.85 K |
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Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
1,319,845
Holdings
226
QoQ value change ($000)
126,651
(10.6%)
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.