DOSSIER · 13F-HR · Q1 2026
FIRST NATIONAL TRUST CO
$2.9B in tracked AUM across 630 positions as of Q1 2026.
FN
CIK 0001277303 · last filed Mar 31, 2026
AI Analysis · Q1 2026
Portfolio Overview
First National Trust Co manages a substantial portfolio valued at approximately $2.92 billion as of the report date September 30, 2025. The firm manages a highly diversified portfolio consisting of 637 individual holdings. Over the quarter, the portfolio experienced positive growth, increasing in value by 9.2% from $2.67 billion.
The investment strategy appears to be a hybrid approach, blending passive market exposure through Exchange Traded Funds (ETFs) with active stoc...
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
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