DOSSIER · 13F-HR · Q1 2026
Members Trust Co
$3.0B in tracked AUM across 259 positions as of Q1 2026.
MT
CIK 0001677560 · last filed Mar 31, 2026
AI Analysis · Q1 2026
Comprehensive Analysis of Members Trust Co SEC 13F Filing
Portfolio Overview
Members Trust Co has reported a significant expansion in its investment portfolio, with the total value surging by 190.0% from $1.06 billion to $3.07 billion quarter-over-quarter. This dramatic increase in assets under management (AUM) suggests substantial capital inflows or a strategic restructuring that consolidated assets into this reporting entity. The portfolio consists of 248 holdings, refle...
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 31