Position in LOB
as of Jun 30, 2026
· filed Jul 1, 2026
Position Value
$6,870,850
+$1,331,625 QoQ
Shares Held
167,500
0.0% QoQ
Ownership
0.362%
of shares outstanding
% of Portfolio
4.83%
of 13F equity value
Holder Rank
#1
of 13 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LOB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Trust Co of the South holds $14,379,880 across 4 Banks - Regional names. LOB ranks #1 (47.8% of the industry book) .
All Filings in LOB
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,870,850 | 167,500 | Shares | Sole | 2026-07-01 | |
| 2026-03-31 | $5,539,225 | 167,500 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $5,753,625 | 167,500 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $11,622,600 | 330,000 | Shares | Sole | 2025-10-02 | |
| 2025-06-30 | $9,834,000 | 330,000 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $8,813,796 | 330,600 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $13,075,230 | 330,600 | Shares | Sole | 2025-01-02 | |
| 2024-09-30 | $15,660,522 | 330,600 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $11,590,836 | 330,600 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $13,723,206 | 330,600 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $15,042,300 | 330,600 | Shares | Sole | 2024-01-17 | |
| No filing history on record for this holder in this stock. | ||||||