Sageworth Trust Co
All 13F Filings
- Location
- Lancaster, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 2,538,130
- 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 | 7/28/2026 | 127 | 2,538,130 | 13F-HR | Sageworth Trust Co |
| Q1 2026 | 4/29/2026 | 172 | 2,326,253 | 13F-HR | Sageworth Trust Co |
| Q4 2025 | 2/3/2026 | 137 | 2,334,640 | 13F-HR | Sageworth Trust Co |
| Q3 2025 | 11/7/2025 | 268 | 2,146,266 | 13F-HR | Sageworth Trust Co |
| Q2 2025 | 7/21/2025 | 98 | 1,805,921 | 13F-HR | Sageworth Trust Co |
| Q1 2014 | 5/12/2014 | 27 | 264,255 | 13F-HR | Sageworth Trust Co |
| Q4 2013 | 2/7/2014 | 32 | 275,443 | 13F-HR | Sageworth Trust Co |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 55.3 K | 2.2% | 0 | 59.21 K | -59.21 K |
| ETFs | 2.483 M | 97.8% | 271.1 K | 0 | 271.1 K |
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Fund Snapshot
Q2 2026
Latest filed
7/28/2026
Total value ($000)
2,538,130
Holdings
127
QoQ value change ($000)
211,877
(9.1%)
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.