SEC 13F Intelligence

Managers / Q1 2026

PRIVATE TRUST CO NA

CIK 0001277557 · 1422 EUCLID AVENUE STE 1130, CLEVELAND, OH, 44115-2001 · 2167716960

Reported Value
$1.1B
Q1 2026
Positions
2,614
Filings on Record
31
2019–present window
Filed
Apr 30, 2026
original filing

Summary

Private Trust Co Na reported $1.1B in U.S.-listed holdings across 2,614 positions for Q1 2026.

Its largest position, AAPL, represents 3.1% of the portfolio.

Compared with Q4 2025, the fund opened 166 new positions and exited 106.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $421MQ4 ’18Q1 ’19: $481MQ2 ’19: $496MQ3 ’19: $507MQ4 ’19: $539MQ4 ’19Q1 ’20: $386MQ2 ’20: $477MQ3 ’20: $518MQ4 ’20: $594MQ4 ’20Q1 ’21: $616MQ2 ’21: $660MQ3 ’21: $687MQ4 ’21: $724MQ4 ’21Q1 ’22: $640MQ2 ’22: $640MQ3 ’22: $616MQ4 ’22: $674MQ4 ’22Q1 ’23: $734MQ2 ’23: $793MQ3 ’23: $758MQ4 ’23: $851MQ4 ’23Q1 ’24: $926MQ2 ’24: $929MQ3 ’24: $992MQ4 ’24: $974MQ4 ’24Q1 ’25: $972MQ2 ’25: $1.1BQ3 ’25: $1.1BQ4 ’25: $1.1BQ4 ’25Q1 ’26: $1.1Bfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.1B2,614Apr 30, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.1B2,554Jan 26, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.1B2,570Oct 15, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.1B2,476Jul 29, 202513F-HRchanges · EDGAR ↗
Q1 2025$972M2,477Apr 28, 202513F-HRchanges · EDGAR ↗
Q4 2024$974M2,343Feb 5, 202513F-HRchanges · EDGAR ↗
Q3 2024$992M2,292Nov 13, 202413F-HRchanges · EDGAR ↗
Q2 2024$929M2,270Jul 23, 202413F-HRchanges · EDGAR ↗
Q1 2024$926M2,253Apr 24, 202413F-HRchanges · EDGAR ↗
Q4 2023$851M2,303Jan 24, 202413F-HRchanges · EDGAR ↗
Q3 2023$758M2,312Oct 18, 202313F-HRchanges · EDGAR ↗
Q2 2023$793M2,292Jul 28, 202313F-HRchanges · EDGAR ↗
Q1 2023$734M2,284Apr 12, 202313F-HRchanges · EDGAR ↗
Q4 2022$674M2,231Jan 18, 202313F-HRchanges · EDGAR ↗
Q3 2022$616M2,087Oct 17, 202213F-HRchanges · EDGAR ↗
Q2 2022$640M348Jul 13, 202213F-HRchanges · EDGAR ↗
Q1 2022$640M348Apr 12, 202213F-HRchanges · EDGAR ↗
Q4 2021$724M376Jan 10, 202213F-HRchanges · EDGAR ↗
Q3 2021$687M398Oct 6, 202113F-HRchanges · EDGAR ↗
Q2 2021$660M398Jul 7, 202113F-HRchanges · EDGAR ↗
Q1 2021$616M388Apr 6, 202113F-HRchanges · EDGAR ↗
Q4 2020$594M367Jan 5, 202113F-HRchanges · EDGAR ↗
Q3 2020$518M360Oct 1, 202013F-HRchanges · EDGAR ↗
Q2 2020$477M354Jul 7, 202013F-HRchanges · EDGAR ↗
Q1 2020$386M336Apr 7, 202013F-HRchanges · EDGAR ↗
Q4 2019$539M377Jan 2, 202013F-HRchanges · EDGAR ↗
Q3 2019$507M368Oct 1, 201913F-HRchanges · EDGAR ↗
Q2 2019$496M373Jul 2, 201913F-HRchanges · EDGAR ↗
Q1 2019$481M357Apr 2, 201913F-HRchanges · EDGAR ↗
Q4 2018$421M348Jan 3, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.