United Southern Bank - Trust Department
United Southern Bank - Trust Department reported 280 stocks worth $139M in its 13F filing for Q3 2026, filed Nov 13, 2026. Its largest holdings are MSFT (3.9%), KO (3.8%) and AAPL (3.5%).
Latest filing from United Southern Bank - Trust Department
Q3 2026This is the first quarter on file for this fund, so there is nothing to compare it with yet.
Portfolio at a glance
share of reported value · Q3 2026Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 1 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MSFT Microsoft Corp | $5.3M | 3.9% | 10K | – | 1 of 1 | |
| 2 |  KO Coca Cola Co | $5.3M | 3.8% | 62K | – | 1 of 1 | |
| 3 |  AAPL Apple Inc | $4.9M | 3.5% | 15K | – | 1 of 1 | |
| 4 |  JPM Jpmorgan Chase & Co. | $4.2M | 3.0% | 13K | – | 1 of 1 | |
| 5 |  GOOGL Alphabet Inc | $4.1M | 3.0% | 12K | – | 1 of 1 | |
| 6 |  IGIB Ishares TR | $2.8M | 2.0% | 56K | – | 1 of 1 | |
| 7 |  IGSB Ishares TR | $2.8M | 2.0% | 54K | – | 1 of 1 | |
| 8 |  NVDA Nvidia Corporation | $2.8M | 2.0% | 12K | – | 1 of 1 | |
| 9 |  XOM Exxon Mobil Corp | $2.8M | 2.0% | 17K | – | 1 of 1 | |
| 10 |  AMZN Amazon Com Inc | $2.5M | 1.8% | 9,974 | – | 1 of 1 |
Positions at Sep 30, 2026, as reported. Change is against the fund's previous filing; weight is the share of the fund's reported stocks.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Nov 13, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
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All hedge fund holdings →United Southern Bank - Trust Department 13F FAQ
What does United Southern Bank - Trust Department own?
United Southern Bank - Trust Department reported 280 stocks worth $139M in its 13F filing for Q3 2026, filed Nov 13, 2026. Its largest holdings are MSFT (3.9%), KO (3.8%) and AAPL (3.5%). The table above lists every position in the filing (the top 10 without an account).
What did United Southern Bank - Trust Department buy and sell in Q3 2026?
This is the first quarter we have for this fund, so there is nothing to compare with yet.
When will United Southern Bank - Trust Department file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is United Southern Bank - Trust Department's portfolio worth?
The Q3 2026 filing reports $139M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.