13F Filings History of Trust Co of the South

Latest 13F report
Q4 2025 - 05 Jan 2026
Value $
$621,823,009
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 136 stock holdings with total value $621,823,009 as of Q4 2025. Top holdings included DFAT, DFUV, DFAC, VOO, and DFIC.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 136 $621,823,009 +$23,604,284 -$20,572,909 +$3,031,375 DFAT, DFUV, DFAC, VOO, DFIC 13F-HR 05 Jan 2026, 10:36
Q3 2025 133 $602,735,475 +$8,856,424 -$11,430,639 -$2,574,215 DFAT, DFUV, DFAC, VOO, DFIC 13F-HR 02 Oct 2025, 13:30
Q2 2025 128 $563,269,392 +$56,481,984 -$2,994,398 +$53,487,586 DFAT, DFUV, DFAC, VOO, DFIC 13F-HR 03 Jul 2025, 10:16
Q1 2025 121 $478,614,656 +$37,195,802 -$28,295,539 +$8,900,263 DFAT, DFUV, DFAC, VOO, DFIC 13F-HR 01 Apr 2025, 15:05
Q4 2024 120 $491,083,402 +$31,004,746 -$7,707,768 +$23,296,978 DFAT, DFUV, DFAC, VOO, AAPL 13F-HR 02 Jan 2025, 14:03
Q3 2024 128 $472,252,270 +$19,523,837 -$1,573,803 +$17,950,034 DFAT, DFUV, DFAC, VOO, SPY 13F-HR 02 Oct 2024, 16:16
Q2 2024 114 $422,308,118 +$2,262,377 -$4,805,659 -$2,543,282 DFAT, DFUV, DFAC, VOO, SPY 13F-HR 02 Jul 2024, 08:56
Q1 2024 116 $432,810,060 +$55,617,451 -$21,470,802 +$34,146,649 DFAT, DFUV, DFAC, VOO, SPY 13F-HR 10 Apr 2024, 13:56
Q4 2023 115 $378,298,875 $0 $0 $0 DFAT, DFUV, DFAC, LOB, SPY 13F-HR 17 Jan 2024, 13:49