13F Filings History of TrustBank

Latest 13F report
Q4 2025 - 09 Feb 2026
Value $
$239,703,865
Signature - Title
Greg Furseth - Chief Fiduciary Officer
Location
Olney, IL
Summary
This page shows a list of all the recent 13F filings made by TrustBank. Form 13F is required to be filed within 45 days of the end of a calendar quarter. TrustBank reported 139 stock holdings with total value $239,703,865 as of Q4 2025. Top holdings included VOO, VEA, QQQ, LQD, and JMTG.

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Holdings Value

List of Other Managers Reporting for TrustBank:

Name Holdings Value Location File Number
BANK OF AMERICA CORP /DE/ $1,374,726,648,502 Charlotte, NC 028-00158
WELLS FARGO & COMPANY/MN $511,406,110,732 San Francisco, CA 028-00165
RAYMOND JAMES FINANCIAL INC $321,239,177,095 St Petersburg, FL 028-24793
L. Roy Papp & Associates, LLP $904,534,433 Phoenix, AZ 028-01889
Robert W. Baird & Co. Inc Milwaukee, WI 028-01911
JONES FINANCIAL COMPANIES LLLP $164,022,663,265 Des Peres, MO 028-14470
AMERIPRISE FINANCIAL INC $442,187,631,343 Minneapolis, MN 028-00139
MORGAN STANLEY $1,674,995,965,482 New York, NY 028-03432
ROYAL BANK OF CANADA $568,725,272,000 Toronto 028-11396
Bell Bank $2,339,942,608 Fargo, ND 028-05106
PARK AVENUE SECURITIES LLC $11,800,435,000 New York, NY 028-16353
Ironwood Investment Counsel, LLC $715,832,239 Scottsdale, AZ 028-11471
LPL Financial LLC $365,764,377,676 San Diego, CA 028-12526
Charles Schwab Investment Advisory, Inc. $0 San Francisco, CA 028-14153
CWM, LLC $36,903,175,000 Omaha, NE 028-15648
Focus Partners Wealth $87,660,661,425 St Louis, MO 028-14902
Allworth Financial LP $24,337,976,156 Folsom, CA 028-15046
HoyleCohen, LLC San Diego, CA 028-18615
Advocacy Wealth Management, LLC $2,389,887,607 Atlanta, GA 028-15180
UBS Group AG $504,959,480,546 Zurich, Switzerland 028-16612
Lido Advisors, LLC $25,184,539,407 Los Angeles, CA 028-18071
Cetera Investment Advisers $91,493,947,386 Schaumburg, IL 028-17296
OSAIC HOLDINGS, INC. $68,411,668,846 Scottsdale, AZ 028-20288
Crewe Advisors LLC $1,128,871,919 Salt Lake City, UT 028-18317
Stewardship Financial Advisors, LLC $287,711,000 Stockbridge, GA 028-18784
Visionary Wealth Advisors $2,215,883,186 O'fallon, IL 028-20090
Capital Wealth Alliance, LLC $234,053,174 Scottsdale, AZ 028-20006
ARQ WEALTH ADVISORS, LLC $370,551,900 Scottsdale, AZ 028-20252
CarsonAllaria Wealth Management, Ltd. $201,527,715 Glen Carbon, IL 028-21726
Barden Capital Management, Inc. $121,783,665 Austin, TX 028-21608
Fortitude Family Office, LLC $426,962,793 Scottsdale, AZ 028-23499
Compound Planning, Inc. $3,382,614,032 New York, NY 028-23288
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 139 $239,703,865 $0 $0 $0 VOO, VEA, QQQ, LQD, JMTG 13F-HR 09 Feb 2026, 16:43