Colonial Trust Co / SC

All 13F Filings

Location
Spartanburg, SC
Most recent 13F
Q4 2025
Holdings value ($000)
750,071
Description
Website
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
Q4 2025 2/12/2026 1,094 750,071 13F-HR Colonial Trust Co / SC
Q3 2025 11/10/2025 1,088 742,490 13F-HR Colonial Trust Co / SC
Q2 2025 8/13/2025 1,092 686,925 13F-HR Colonial Trust Co / SC
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 563.9 K 75.2% 0 2.363 K -2.363 K
ETFs 186.2 K 24.8% 9.936 K 0 9.936 K
Swipe for more columns

Fund Snapshot

Q4 2025
Latest filed
2/12/2026
Total value ($000)
750,071
Holdings
1094
QoQ value change ($000)
7,581 (1.0%)
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.