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Filers›Hedge Fund›FIDUCIARY TRUST CO
DOSSIER · 13F-HR · Q1 2026

FIDUCIARY TRUST CO

FIDUCIARY TRUST's hedge fund based in Chicago, IL — $8.5B in tracked AUM across 1,564 positions as of Q1 2026.

FT
FIDUCIARY TRUST·Chicago, IL·Hedge Fund
CIK 0000035442 · last filed Mar 31, 2026
Total AUM
$8.5B
▼ 2.1%
vs prior
Holdings
1,564
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
Top sector
Health Care
9% weight
concentration
AI Analysis · Q1 2026 · Q1 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.

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.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$991M1.5M11.7%
02
BRK/A
BERKSHIRE HATHAWAY INC DEL
$462M6435.5%
03
TJX
TJX COS INC NEW
$456M2.9M5.4%
04
IEFA
ISHARES TR
$414M4.6M4.9%
05
AAPL
APPLE INC
$371M1.5M4.4%
06
VEA
VANGUARD TAX-MANAGED FDS
$306M4.8M3.6%
07
MSFT
MICROSOFT CORP
$238M642K2.8%
08
CPNG
COUPANG INC
$220M11.7M2.6%
09
GOOGL
ALPHABET INC
$196M682K2.3%
10
EIPX
FIRST TR EXCHANGE-TRADED FD
$162M5.0M1.9%

Filing history

Filing history loading…
AI Agent · grounded in FIDUCIARY
haiku-4-5 · 1,564 positions indexed
Sector mix
  • Health Care9%
  • Cons. Disc.48%
  • Communications19%
  • Industrials11%
  • Energy15%
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