Trust Point Inc.
All 13F Filings
- Location
- La Crosse, WI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,178,180
- Description
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/8/2026 | 463 | 1,178,180 | 13F-HR | Trust Point Inc. |
| Q1 2026 | 4/15/2026 | 521 | 1,150,700 | 13F-HR | Trust Point Inc. |
| Q4 2025 | 1/13/2026 | 479 | 1,266,014 | 13F-HR | Trust Point Inc. |
| Q3 2025 | 10/10/2025 | 479 | 1,238,358 | 13F-HR | Trust Point Inc. |
| Q2 2025 | 7/10/2025 | 387 | 1,060,542 | 13F-HR | Trust Point Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 577.4 K | 49.0% | 0 | 43.1 K | -43.1 K |
| ETFs | 600.8 K | 51.0% | 70.57 K | 0 | 70.57 K |
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Fund Snapshot
Q2 2026
Latest filed
7/8/2026
Total value ($000)
1,178,180
Holdings
463
QoQ value change ($000)
27,480
(2.4%)
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.