DOSSIER · 13F-HR · Q2 2026

FIDUCIARY TRUST CO

$9.2B in tracked AUM across 1,589 positions as of Q2 2026.

FT
CIK 0000035442 · last filed Jun 30, 2026
Total AUM
$9.2B
as of Q2 2026
Holdings
1,589
positions
Whale Score
64
64
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

FIDUCIARY TRUST CO reported $8.5B in 13F holdings for the quarter ending 2026-03-31, concentrated in etf with leading positions in IVV, BRK/A, TJX. Notable moves this quarter: KRE INCREASED (+$22.4M); IEFA INCREASED (+$8.6M). 5 new positions initiated, 5 closed out, reflecting 55 total changes from the prior quarter.

FIDUCIARY TRUST CO entered 2026-03-31 with $8.5B in reported 13F holdings, placing it among the institution's recent AUM range. The portfolio maintains a etf tilt, with the top five positions accounting for a meaningful share of the overall book.

Top Holdings

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$1.1B1.5M12.3%
02
BRK/A
BERKSHIRE HATHAWAY INC DEL
$482M6435.2%
03
IEFA
ISHARES TR
$441M4.6M4.8%
04
TJX
TJX COS INC NEW
$429M2.8M4.7%
05
AAPL
APPLE INC
$408M1.4M4.4%
06
VEA
VANGUARD TAX-MANAGED FDS
$339M4.8M3.7%
07
MSFT
MICROSOFT CORP
$238M638K2.6%
08
GOOGL
ALPHABET INC
$235M656K2.6%
09
CPNG
COUPANG INC
$198M11.4M2.2%
10
EIPX
FIRST TR EXCHANGE-TRADED FD
$154M4.9M1.7%

Filing history

2026Q2Jun 30
$9.2B 8.7%
1,589 positionsView →
2026Q1Mar 31
$8.5B 3.9%
1,564 positionsView →
2025Q4Dec 31
$8.8B 0.4%
1,555 positionsView →
2025Q3Sep 30
$8.8B 8.6%
1,534 positionsView →
2025Q2Jun 30
$8.1B 6.4%
1,480 positionsLocked
2025Q1Mar 31
$7.6B 0.8%
1,453 positionsLocked
2024Q4Dec 31
$7.6B 5.8%
1,246 positionsLocked
2024Q3Sep 30
$7.2B 7.5%
1,173 positionsLocked
2024Q2Jun 30
$6.7B 2.2%
1,127 positionsLocked
2024Q1Mar 31
$6.5B 8.9%
1,143 positionsLocked
2023Q4Dec 31
$6.0B 9.4%
1,112 positionsLocked
2023Q3Sep 30
$5.5B 3.6%
1,093 positionsLocked
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