Q2 2026 13F · SEC CIK 35442

Fiduciary Trust Co

Bank & trustFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $9.2B
Reported positions: 892
Top holdings a year, 3 yrs: +16.1%
Average holding period: 9.3 yrs

Fiduciary Trust Co is a bank & trust that reported 892 positions worth $9.2B in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Ishares Tr (IVV, 12.3%), Berkshire Hathaway Inc Del (BRK-A, 5.2%), Ishares Tr (IEFA, 4.8%). A portfolio copying its top holdings returned 16.1% a year over the last 3 years, against 20.4% for the S&P 500.

Fiduciary Trust Co holdings largest 50 of 892 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Fiduciary Trust Co 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IVVIshares Tr	12.3%	11.7%	1,507,059	-0.7%	$1.1B
BRK-ABerkshire Hathaway Inc Del	5.2%	5.5%	643	+0.0%	$481.5M
IEFAIshares Tr	4.8%	4.9%	4,567,544	-0.2%	$441.1M
TJXTjx Cos Inc New	4.7%	5.4%	2,832,738	-0.9%	$429.2M
AAPLApple Inc	4.4%	4.4%	1,409,277	-3.5%	$407.8M
VEAVanguard Ftse Developed Markets Index Fu	3.7%	3.6%	4,756,065	-0.4%	$338.9M
MSFTMicrosoft Corp	2.6%	2.8%	638,426	-0.6%	$238.1M
GOOGLAlphabet Inc	2.6%	2.3%	656,486	-3.7%	$234.6M
CPNGCoupang Inc	2.2%	2.6%	11,409,025	-2.3%	$198.2M
EIPXFirst Tr Exchange-Traded Fd	1.7%	1.9%	4,912,761	-2.6%	$153.8M
AMZNAmazon Com Inc	1.5%	1.5%	591,388	-2.3%	$141.0M
NVDANvidia Corporation	1.5%	1.4%	697,152	+0.4%	$139.5M
EPSWisdomtree Tr	1.5%	1.5%	1,778,576	-4.3%	$138.4M
IJHIshares Tr	1.4%	1.4%	1,725,716	-2.6%	$133.1M
GOOGAlphabet Inc	1.3%	1.2%	336,941	-3.3%	$119.1M
ESGUIshares Tr	1.3%	1.2%	708,529	+1.6%	$116.0M
KRESpdr Series Trust	1.3%	1.0%	1,538,563	+19.5%	$115.2M
KLACKla Corp	1.2%	0.7%	372,949	+844.1%	$112.5M
AVGOBroadcom Inc	1.2%	1.1%	293,841	-3.9%	$111.0M
JPMJpmorgan Chase & Co	1.1%	1.1%	308,296	-1.6%	$100.9M
WCMIFirst Tr Exchange-Traded Fd	1.0%	0.7%	4,500,781	+21.9%	$88.1M
JNJJohnson & Johnson	0.9%	0.9%	317,105	-1.8%	$80.5M
XOMExxon Mobil Corp	0.9%	1.2%	585,882	-0.9%	$80.1M
HDHome Depot Inc	0.9%	0.9%	222,309	-2.5%	$78.4M
ABBVAbbvie Inc	0.8%	0.8%	303,294	-2.6%	$76.3M
MSMorgan Stanley	0.8%	0.7%	344,567	+1.4%	$72.0M
CSCOCisco Sys Inc	0.7%	0.5%	564,893	-0.7%	$66.4M
ESGDiShares ESG Aware MSCI EAFE ETF	0.7%	0.7%	632,314	-1.8%	$65.0M
IJRIshares Tr	0.7%	0.6%	423,945	-0.4%	$62.9M
CATCaterpillar Inc	0.7%	0.5%	57,923	-5.5%	$61.7M
RSPInvesco Exchange Traded Fd T	0.7%	0.7%	285,781	-9.0%	$60.8M
BRK-BBerkshire Hathaway Inc Del	0.7%	0.7%	120,252	-4.9%	$60.2M
VOOVanguard Index Fds	0.6%	0.6%	77,057	-1.8%	$52.9M
MRKMerck & Co Inc	0.6%	0.6%	401,189	-1.3%	$51.6M
APHAmphenol Corp	0.5%	0.4%	285,400	-2.6%	$50.3M
PGProcter & Gamble Co	0.5%	0.6%	341,880	-2.4%	$50.1M
CBTCabot Corp	0.5%	0.5%	531,539	-1.0%	$48.3M
ESMLIshares Tr	0.5%	0.5%	853,551	-0.1%	$47.7M
VVisa Inc	0.5%	0.5%	136,896	-2.1%	$47.0M
IGSBIshares Tr	0.5%	0.5%	840,330	-0.7%	$44.0M
IGIBIshares Tr	0.5%	0.5%	779,415	+5.1%	$41.4M
LRCXLam Research Corp	0.4%	—	92,938	—	$40.3M
COSTCostco Wholesale Corporation	0.4%	0.5%	40,475	-2.0%	$37.9M
SPYState Str Spdr S&p 500 ETF T	0.4%	0.3%	46,031	+2.2%	$34.4M
KBWBInvesco Exch Traded Fd Tr II	0.4%	0.5%	369,542	-23.3%	$34.4M
RTXRtx Corporation	0.4%	0.4%	178,211	-2.5%	$33.8M
ABTAbbott Laboratories	0.3%	0.4%	354,249	-1.7%	$32.1M
DELLDell Technologies Inc	0.3%	—	73,010	—	$31.5M
GEVGe Vernova Inc	0.3%	—	26,639	—	$31.3M
RGEFTidal Trust III	0.3%	—	870,095	—	$30.4M

What Fiduciary Trust Co bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +13.8% /yr; S&P 500 +20.1%
3 years: +16.1% /yr; S&P 500 +20.4%
5 years: +8.0% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$9.2B	892
Q1 2026	$8.5B	865
Q4 2025	$8.8B	857
Q3 2025	$8.8B	847
Q2 2025	$8.1B	827
Q1 2025	$7.6B	817
Q4 2024	$7.6B	687
Q3 2024	$7.2B	654
Q2 2024	$6.7B	629
Q1 2024	$6.5B	642
Q4 2023	$6.0B	622
Q3 2023	$5.5B	609

Questions about Fiduciary Trust Co's portfolio

What stocks does Fiduciary Trust Co own?

Fiduciary Trust Co's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 892 positions worth $9.2B. The largest are Ishares Tr (IVV) at 12.3%, Berkshire Hathaway Inc Del (BRK-A) at 5.2%, Ishares Tr (IEFA) at 4.8%, Tjx Cos Inc New (TJX) at 4.7% and Apple Inc (AAPL) at 4.4%.

What did Fiduciary Trust Co buy last quarter?

In Q2 2026, Fiduciary Trust Co added Kla Corp (KLAC) (+844.1% shares), First Tr Exchange-Traded Fd (WCMI) (+21.9% shares) and Spdr Series Trust (KRE) (+19.5% shares), compared with its Q1 2026 filing.

What did Fiduciary Trust Co sell last quarter?

In Q2 2026, Fiduciary Trust Co cut from its top 50 Pepsico Inc (PEP), cut from its top 50 Coterra Energy Inc (COG), cut from its top 50 Mcdonalds Corp (MCD), cut from its top 50 Thermo Fisher Scientific Inc (TMO), Invesco Exch Traded Fd Tr II (KBWB) (-23.3% shares), Invesco Exchange Traded Fd T (RSP) (-9.0% shares) and Caterpillar Inc (CAT) (-5.5% shares), compared with its Q1 2026 filing.

How has Fiduciary Trust Co's portfolio performed?

A portfolio copying Fiduciary Trust Co's 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +13.8% against +20.1%. Over 5 years: +8.0% a year against +11.6%.

When is Fiduciary Trust Co's next 13F filing due?

13F filings are due 45 days after each quarter ends. Fiduciary Trust Co's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.