Sageworth Trust Co
All 13F Filings
- Location
- Lancaster, PA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 2,326,253
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| 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 | 114.5 K | 4.9% | 26.49 K | 0 | 26.49 K |
| ETFs | 2.212 M | 95.1% | 0 | 34.88 K | -34.88 K |
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Fund Snapshot
Q1 2026
Latest filed
4/29/2026
Total value ($000)
2,326,253
Holdings
172
QoQ value change ($000)
-8,387
(-0.4%)
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.