Trust Co of the South

All 13F Filings

Location
Greensboro, NC
Most recent 13F
Q3 2026
Holdings value ($000)
714,268
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
Q3 2026 10/21/2026 140 714,268 13F-HR Trust Co of the South
Q2 2026 7/1/2026 146 710,182 13F-HR Trust Co of the South
Q1 2026 4/6/2026 142 621,898 13F-HR Trust Co of the South
Q4 2025 1/5/2026 136 621,823 13F-HR Trust Co of the South
Q3 2025 10/2/2025 133 602,735 13F-HR Trust Co of the South
Q2 2025 7/3/2025 128 563,269 13F-HR Trust Co of the South
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 144.7 K 20.3% 1.334 K 0 1.334 K
ETFs 569.5 K 79.7% 2.755 K 0 2.755 K
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Fund Snapshot

Q3 2026
Latest filed
10/21/2026
Total value ($000)
714,268
Holdings
140
QoQ value change ($000)
4,086 (0.6%)
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.