• 13F History

Trust Co of the South

13F Filings History

Latest 13F report
Q1 2025 - Apr 1, 2025
Value $
$479M
Signature - Title
Michael Bridgeman - Chief Compliance and Risk Officer
Location
Greensboro, NC
Summary
This page shows a list of all the recent 13F filings made by Trust Co of the South. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Trust Co of the South reported 121 stock holdings with total value $479M as of Q1 2025. Top holdings included DFAT, DFUV, DFAC, VOO, and DFIC.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 121 $479M +$37.2M -$28.3M +$8.9M DFAT, DFUV, DFAC, VOO, DFIC 13F-HR 4/1/2025, 03:05 PM
Q4 2024 120 $491M +$31M -$7.71M +$23.3M DFAT, DFUV, DFAC, VOO, AAPL 13F-HR 1/2/2025, 02:03 PM
Q3 2024 128 $472M +$19.5M -$1.57M +$18M DFAT, DFUV, DFAC, VOO, SPY 13F-HR 10/2/2024, 04:16 PM
Q2 2024 114 $422M +$2.26M -$4.81M -$2.54M DFAT, DFUV, DFAC, VOO, SPY 13F-HR 7/2/2024, 08:56 AM
Q1 2024 116 $433M +$55.6M -$21.5M +$34.1M DFAT, DFUV, DFAC, VOO, SPY 13F-HR 4/10/2024, 01:56 PM
Q4 2023 115 $378M DFAT, DFUV, DFAC, LOB, SPY 13F-HR 1/17/2024, 01:49 PM