First National Bank of Mount Dora, Trust Investment Services

All 13F Filings

Location
Mount Dora, FL
Most recent 13F
Q3 2026
Holdings value ($000)
503,283
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
Q3 2026 10/21/2026 128 503,283 13F-HR First National Bank of Mount Dora, Trust Investment Services
Q2 2026 7/8/2026 126 499,378 13F-HR First National Bank of Mount Dora, Trust Investment Services
Q1 2026 6/8/2026 126 462,777 13F-HR First National Bank of Mount Dora, Trust Investment Services
Q4 2025 6/8/2026 126 457,532 13F-HR First National Bank of Mount Dora, Trust Investment Services
Q3 2025 6/8/2026 126 451,997 13F-HR First National Bank of Mount Dora, Trust Investment Services
Q2 2014 7/9/2014 102 171,907 13F-HR First National Bank of Mount Dora, Trust Investment Services
Q1 2014 4/7/2014 105 164,132 13F-HR First National Bank of Mount Dora, Trust Investment Services
Q4 2013 2/28/2014 101 153,652 13F-HR First National Bank of Mount Dora, Trust Investment Services
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 423.4 K 84.1% 5.456 K 0 5.456 K
ETFs 79.86 K 15.9% 0 1.549 K -1.549 K
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Fund Snapshot

Q3 2026
Latest filed
10/21/2026
Total value ($000)
503,283
Holdings
128
QoQ value change ($000)
3,905 (0.8%)
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.