DOSSIER · 13F-HR · Q1 2026
TCV Trust & Wealth Management, Inc.
TCV Trust & Wealth's holding co. based in Stamford, CT — $1.2B in tracked AUM across 399 positions as of Q1 2026.
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TCV Trust & Wealth·Stamford, CT·Holding Co.
CIK 0001135439 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: TCV Trust & Wealth Management, Inc.
1. Portfolio Overview
TCV Trust & Wealth Management, Inc. has reported a significant expansion in its managed assets for the quarter ending December 31, 2025. The total portfolio value surged by 136.4%, growing from approximately $523.94 million to $1.24 billion. This substantial increase indicates a massive influx of new client capital or significant capital appreciation during the quarter.
The por...
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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