Members Trust Co
All 13F Filings
- Location
- Tampa, FL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 3,009,401
- 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 |
|---|---|---|---|---|---|
| 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 | 127.2 K | 4.2% | 0 | 2.077 M | -2.077 M |
| ETFs | 2.882 M | 95.8% | 2.021 M | 0 | 2.021 M |
| Other | 0 | 0.0% | 0 | 237 | -237 |
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Fund Snapshot
Q1 2026
Latest filed
5/4/2026
Total value ($000)
3,009,401
Holdings
154
QoQ value change ($000)
-56,179
(-1.8%)
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.