Members Trust Co
All 13F Filings
- Location
- Tampa, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 3,065,580
- Description
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- Website
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- Founded
- —
- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 1/15/2026 | 148 | 3,065,580 | 13F-HR | Members Trust Co |
| Q3 2025 | 11/14/2025 | 146 | 3,040,685 | 13F-HR | Members Trust Co |
| Q2 2025 | 7/30/2025 | 138 | 2,902,086 | 13F-HR | Members Trust Co |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.204 M | 71.9% | 0 | 3.372 K | -3.372 K |
| ETFs | 861.2 K | 28.1% | 28.26 K | 0 | 28.26 K |
| Other | 237 | 0.0% | 0 | 1 | -1 |
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Fund Snapshot
Q4 2025
Latest filed
1/15/2026
Total value ($000)
3,065,580
Holdings
148
QoQ value change ($000)
24,895
(0.8%)
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.