MITCHELL MCLEOD PUGH & WILLIAMS INC

All 13F Filings

Location
Mobile, AL
Most recent 13F
Q2 2026
Holdings value ($000)
814,765
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
Q2 2026 8/11/2026 307 814,765 13F-HR MITCHELL MCLEOD PUGH & WILLIAMS INC
Q1 2026 4/24/2026 283 677,609 13F-HR MITCHELL MCLEOD PUGH & WILLIAMS INC
Q4 2025 2/11/2026 287 700,385 13F-HR MITCHELL MCLEOD PUGH & WILLIAMS INC
Q3 2025 10/30/2025 281 621,773 13F-HR MITCHELL MCLEOD PUGH & WILLIAMS INC
Q2 2025 7/28/2025 272 536,758 13F-HR MITCHELL MCLEOD PUGH & WILLIAMS INC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 478.8 K 58.8% 82.69 K 0 82.69 K
ETFs 333.7 K 41.0% 54.11 K 0 54.11 K
Debt 2.235 K 0.3% 366 0 366
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Fund Snapshot

Q2 2026
Latest filed
8/11/2026
Total value ($000)
814,765
Holdings
307
QoQ value change ($000)
137,156 (20.2%)
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.