AiSiWhale

AI & tech investing

Fiduciary Trust Co

CIK 35442

13F filing for Q2 2026・No. 602

Holdings
US$9.19B
Quarter change
+US$736.89M
Entries
1,589
Net bought (estimate)
−US$115.1M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 68
  • Sold out 41
  • Cut 445
  • Added 248
  • Corporate actions 4
  • Unchanged 131

Largest holdings

892 stocks worth US$9.19B, options and bonds left out.

StockThis quarterValueWeight
IVVISHARES TRCORE S&P500 ETFCutUS$1.13B12.28%
BERKSHIRE HATHAWAY INC DELCL AUnchangedUS$481.51M5.24%
ISHARES TRCORE MSCI EAFECutUS$441.13M4.80%
TJXTJX COS INC NEWCOMCutUS$429.16M4.67%
AAPLAppleCOMCutUS$407.79M4.44%
VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKTCutUS$338.87M3.69%
MSFTMicrosoftCOMCutUS$238.15M2.59%
GOOGLAlphabetCAP STK CL ACutUS$234.61M2.55%
CPNGCOUPANG INCCL ACutUS$198.17M2.16%
FIRST TR EXCHANGE-TRADED FDENERGY INM PARTNCutUS$153.77M1.67%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.