Members Trust Co

All 13F Filings

Location
Tampa, FL
Most recent 13F
Q2 2026
Holdings value ($000)
3,212,043
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 7/31/2026 170 3,212,043 13F-HR Members Trust Co
Q1 2026 5/4/2026 154 3,009,401 13F-HR Members Trust Co
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 152.6 K 4.8% 25.46 K 0 25.46 K
ETFs 3.059 M 95.2% 177 K 0 177 K
Debt 226 0.0% 226 0 226
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Fund Snapshot

Q2 2026
Latest filed
7/31/2026
Total value ($000)
3,212,043
Holdings
170
QoQ value change ($000)
202,642 (6.7%)
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.