Colonial Trust Advisors
All 13F Filings
- Location
- Spartanburg, SC
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,436,468
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/11/2026 | 807 | 1,436,468 | 13F-HR | Colonial Trust Advisors |
| Q1 2026 | 5/12/2026 | 726 | 1,286,732 | 13F-HR | Colonial Trust Advisors |
| Q4 2025 | 2/12/2026 | 713 | 1,328,906 | 13F-HR | Colonial Trust Advisors |
| Q3 2025 | 11/10/2025 | 684 | 1,298,263 | 13F-HR | Colonial Trust Advisors |
| Q2 2025 | 8/13/2025 | 698 | 1,210,244 | 13F-HR | Colonial Trust Advisors |
| Q1 2014 | 5/15/2014 | 134 | 319,800 | 13F-HR | Colonial Asset Management, Inc. |
| Q4 2013 | 2/14/2014 | 114 | 318,397 | 13F-HR | Colonial Asset Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.145 M | 79.7% | 122.6 K | 0 | 122.6 K |
| ETFs | 291.5 K | 20.3% | 27.19 K | 0 | 27.19 K |
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Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
1,436,468
Holdings
807
QoQ value change ($000)
149,736
(11.6%)
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.