DOSSIER · 13F-HR · Q1 2026
DAVIDSON TRUST CO
$232M in tracked AUM across 258 positions as of Q1 2026.
DT
CIK 0001133119 · last filed Mar 31, 2026
AI Analysis · Q1 2026
Comprehensive Analysis of SEC 13F Filing: Davidson Trust Co
1. Portfolio Overview
Davidson Trust Co has reported a significant expansion in its managed assets, with the total portfolio value growing by 195.8% quarter-over-quarter, rising from $81.08M to $239.81M. This substantial increase indicates a likely influx of new capital or significant market appreciation on existing holdings, though the high volume of turnover suggests new capital inflows are the primary driver.
The ...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q1 2026. Methodology
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
Showing 12 of 50