Trust Co of the South
All 13F Filings
- Location
- Greensboro, NC
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 710,182
- 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 | 7/1/2026 | 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 | 143.4 K | 20.2% | 15.67 K | 0 | 15.67 K |
| ETFs | 566.8 K | 79.8% | 72.62 K | 0 | 72.62 K |
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Fund Snapshot
Q2 2026
Latest filed
7/1/2026
Total value ($000)
710,182
Holdings
146
QoQ value change ($000)
88,284
(14.2%)
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.