Trust CO Incresed Positions in Q3 2025

Trust CO

  • $938 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HDV
Ishares Core High Dividend ETF

ETFs
655
+ 18.85%
$118.16 - $123.66 $77.4K - $81K
4.13K $505K
SUB
Ishares Short Term National Mu

ETFs
908
+ 62.66%
$106.17 - $107.3 $96.4K - $97.4K
2.36K $251K
VBK
Vanguard Small Cap Growth ETF

ETFs
44
+ 1.09%
$276.51 - $305.12 $12.2K - $13.4K
4.1K $1.22M
PG
Procter & Gamble CO

Consumer Defensive
656
+ 75.49%
$150.47 - $161.22 $98.7K - $106K
1.53K $234K
META
Meta Platforms, Inc.

Communication Services
123
+ 42.56%
$695.21 - $791.73 $85.5K - $97.4K
412 $302K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1.67K
+ 11.53%
$46.86 - $48.27 $78.2K - $80.5K
16.1K $775K
MMM
3 M CO

Industrials
550
+ 99.64%
$144.41 - $160.2 $79.4K - $88.1K
1.1K $171K
IWR
Ishares Russell Mid Cap ETF

ETFs
493
+ 11.82%
$92.26 - $97.51 $45.5K - $48.1K
4.66K $450K
LARK
Landmark Bancorp Inc

Financial Services
1.94K
+ 7.45%
$24.38 - $28.25 $47.4K - $54.9K
28K $754K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
1.04K
+ 10.7%
$35.99 - $38.74 $37.5K - $40.4K
10.8K $415K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
390
+ 10.88%
$92.97 - $100.18 $36.3K - $39.1K
3.97K $395K
EW
Edwards Lifesciences Corp

Healthcare
720
+ 342.86%
$73.75 - $81.83 $53.1K - $58.9K
930 $72K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
631
+ 10.19%
$41.34 - $45.65 $26.1K - $28.8K
6.82K $307K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
2.17K
+ 46.15%
N/A
6.88K $163K
XLRE
Select Sector Spdr Tr Real Est

ETFs
960
+ 6.4%
$40.94 - $42.85 $39.3K - $41.1K
16K $672K
CBSH
Commerce Bancshares Inc

Financial Services
908
+ 57.11%
$58.61 - $66.11 $53.2K - $60K
2.5K $149K
XLE
Energy Sector Spdr

ETFs
51
+ 0.51%
$84.25 - $91.99 $4.3K - $4.69K
10.1K $898K
NUSC
Nuveen Esg Small Cap ETF

ETFs
634
+ 9.99%
$40.43 - $44.52 $25.6K - $28.2K
6.98K $307K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
923
+ 15.79%
$46.67 - $49.54 $43.1K - $45.7K
6.77K $329K
XLB
Select Sector Spdr Fd Material

ETFs
334
+ 4.9%
$86.72 - $92.61 $29K - $30.9K
7.15K $641K
PRU
Prudential Financial Inc

Financial Services
286
+ 20.43%
$100.68 - $109.89 $28.8K - $31.4K
1.69K $174K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
116
+ 13.18%
$87.05 - $93.19 $10.1K - $10.8K
996 $92K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
59
+ 8.39%
$109.47 - $119.06 $6.46K - $7.02K
762 $90K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
174
+ 12.14%
$47.21 - $48.3 $8.21K - $8.4K
1.61K $77K
SPG
Simon Property Group Inc

Real Estate
6
+ 2.28%
$159.93 - $187.67 $960 - $1.13K
269 $50K
JEPI
J P Morgan Exchange Traded Fd

ETFs
51
+ 0.51%
$55.61 - $57.37 $2.84K - $2.93K
10.1K $572K
IWV
Ishares Russell 3000 ETF

ETFs
1
+ 2.94%
$351.04 - $379.81 $351 - $380
35 $13K
BAX
Baxter International Inc

Healthcare
1
+ 2.33%
$21.71 - $31.23 $21.7 - $31.2
44 $1K
AJG
Arthur J. Gallagher & Co.

Financial Services
2
+ 0.27%
$284.17 - $319.49 $568 - $639
741 $229K
COST
Costco Wholesale Corp

Consumer Defensive
6
+ 2.07%
$915.95 - $994.57 $5.5K - $5.97K
296 $273K
Activity Summary
Buys All Purchases 95 New Holdings 14 Increased Positions 81 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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