Whittier Trust CO Incresed Positions in Q3 2025

Whittier Trust CO

  • $8.62 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
52
+ 1.63%
$55.15 - $58.11 $2.87K - $3.02K
3.24K $186K
MTD
Mettler Toledo International Inc

Healthcare
4
+ 3.92%
$1166.48 - $1324.06 $4.67K - $5.3K
106 $130K
IYJ
Ishares Tr

ETFs
1
+ 0.04%
$142.42 - $148.18 $142 - $148
2.81K $410K
FHN
First Horizon Corp

Financial Services
18
+ 0.26%
$21.16 - $23.23 $381 - $418
7.02K $158K
UNM
Unum Group

Financial Services
136
+ 72.34%
$68.55 - $82.12 $9.32K - $11.2K
324 $25K
THG
Hanover Insurance Group, Inc.

Financial Services
40
+ 21.28%
$162.08 - $182.1 $6.48K - $7.28K
228 $41K
IR
Ingersoll Rand Inc.

Industrials
131
+ 8.52%
$74.98 - $89.02 $9.82K - $11.7K
1.67K $137K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
998
+ 1.52%
$122.0 - $138.74 $122K - $138K
66.7K $8.46M
KSS
Kohls Corp

Consumer Cyclical
533
+ 533.0%
$9.02 - $17.38 $4.81K - $9.26K
633 $9K
HUM
Humana Inc

Healthcare
11
+ 2.72%
$220.41 - $312.0 $2.42K - $3.43K
415 $107K
HRB
H&R Block Inc

Consumer Cyclical
168
+ 115.07%
$49.28 - $56.76 $8.28K - $9.54K
314 $15K
LNC
Lincoln National Corp

Financial Services
79
+ 13.88%
$33.37 - $43.29 $2.64K - $3.42K
648 $26K
FE
Firstenergy Corp

Utilities
143
+ 88.27%
$39.76 - $45.82 $5.69K - $6.55K
305 $13K
ADSK
Autodesk, Inc.

Technology
25
+ 3.27%
N/A
790 $194K
GM
General Motors CO

Consumer Cyclical
71
+ 92.21%
$48.89 - $61.24 $3.47K - $4.35K
148 $9K
DFAT
Dimensional ETF Tr U S Target

ETFs
1
+ 0.08%
$53.36 - $59.69 $53.4 - $59.7
1.33K $77K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
19
+ 0.21%
$22.89 - $23.7 $435 - $450
9.26K $218K
OEF
Ishares S&P 100 ETF

ETFs
14
+ 1.37%
N/A
1.04K $276K
DGRO
Ishares Core Dividend Growth E

ETFs
4
+ 0.41%
$64.12 - $68.08 $256 - $272
980 $66K
FLGT
Fulgent Genetics, Inc.

Healthcare
99
+ 31.73%
$17.18 - $22.6 $1.7K - $2.24K
411 $9K
JBL
Jabil Inc

Technology
17
+ 2.38%
$202.08 - $234.45 $3.44K - $3.99K
731 $158K
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
314
+ 23.12%
$9.91 - $10.26 $3.11K - $3.22K
1.67K $16K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
1
+ 0.67%
$113.73 - $121.28 $114 - $121
151 $18K
DLR
Digital Realty Trust, Inc.

Real Estate
42
+ 1.05%
$161.21 - $180.02 $6.77K - $7.56K
4.03K $697K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
167
+ 167.0%
$11.64 - $15.79 $1.94K - $2.64K
267 $3K
EXLS
Exl Service Holdings, Inc.

Technology
13
+ 1.37%
$41.4 - $45.43 $538 - $591
964 $42K
Veralto Corp
29
+ 0.44%
N/A
6.56K $0
Bank America Corp
39
+ 130.0%
N/A
69 $0
Amentum Holdings Inc
2
+ 0.05%
N/A
4K $0
Simplify Exchange Traded Fun
6
+ 0.12%
N/A
4.94K $0
Ge Healthcare Technologies I
2.46K
+ 1.85%
N/A
135K $0
Angi Inc
1
+ 1.2%
N/A
84 $0
EMB
Ishares Tr

ETFs
2
+ 3.33%
$91.52 - $95.59 $183 - $191
62 $5K
Ge Vernova Inc
42
+ 1.97%
N/A
2.18K $0
Talen Energy Corp
553
+ 1.65%
N/A
34.1K $0
Wells Fargo CO New
23
+ 7.32%
N/A
337 $0
Crane Company
170
+ 8.0%
N/A
2.3K $0
Blue Owl Technology Fin Corp
866
+ 142.67%
N/A
1.47K $0
Arista Networks Inc
2.13K
+ 83.79%
N/A
4.66K $0
Kenvue Inc
3
+ 0.02%
N/A
16.3K $0
FVD
First Tr Value Line Divid Inde

ETFs
1
+ 0.73%
$44.73 - $46.86 $44.7 - $46.9
138 $6K
APG
A Pi Group Corp

Industrials
372
+ 49.93%
$33.09 - $36.34 $12.3K - $13.5K
1.12K $38K
BOH
Bank Of Hawaii Corp

Financial Services
1
+ 0.13%
$61.35 - $71.13 $61.4 - $71.1
798 $52K
AWR
American States Water CO

Utilities
1
+ 0.16%
$71.48 - $77.99 $71.5 - $78
611 $44K
CVBF
Cvb Financial Corp

Financial Services
9
+ 0.25%
$18.37 - $21.19 $165 - $191
3.56K $67K
SEIC
Sei Investments CO

Financial Services
3
+ 0.48%
$84.85 - $93.8 $255 - $281
623 $52K
EQIX
Equinix Inc

Real Estate
11
+ 1.06%
$756.7 - $811.13 $8.32K - $8.92K
1.05K $823K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
56
+ 1.83%
$46.51 - $50.07 $2.6K - $2.8K
3.11K $145K
DUOL
Duolingo, Inc.

Technology
17
+ 15.89%
$271.18 - $403.06 $4.61K - $6.85K
124 $39K
Activity Summary
Buys All Purchases 435 New Holdings 130 Increased Positions 305 Sells All Sells 331 Reductions 331 Sold out 0 Options Calls 0 Puts 0
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