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Michael D. Coyne

@First National Trust Co

Latest period2024 - Q3ReportedManaged Assets$2.588BTotal holdings395
Assets growth rate6.49%Assets growth rate (2-Q avg)2.58%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in First National Trust Co's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 395 positions.

Assets under management

The assets under management (AUM) of First National Trust Co over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 2.588B in assets, with a quarterly growth rate of 6.49% and a 2-quarter average growth rate of 2.58%. The portfolio is managed by Michael D. Coyne, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
GBDCGolub Cap Bdc Inc
Recent Activity
New Position
0.16%
$3.992M
264,177 shares@ $15.11 avg price
CVCCFCvc Cap Partners Plc
Recent Activity
New Position
0.1%
$2.369M
108,024 shares@ $21.93 avg price
IBDWIshares Tr
Recent Activity
New Position
0.04%
$792,524
37,348 shares@ $21.22 avg price
CJIN⤦Trustees Of C&j Industries I
Recent Activity
New Position
0.03%
$661,946
980 shares@ $675.46 avg price
TELTe Connectivity Plc
Recent Activity
New Position
0.03%
$550,508
3,646 shares@ $150.99 avg price
IBMQIshares Tr
Recent Activity
New Position
0.02%
$354,719
13,840 shares@ $25.63 avg price
GEVGe Vernova Inc
Recent Activity
New Position
0.01%
$257,274
1,009 shares@ $254.98 avg price
CAVACava Group Inc
Recent Activity
New Position
0.01%
$247,700
2,000 shares@ $123.85 avg price
MIFFMifflinburg Bancorp Inc
Recent Activity
New Position
0.01%
$243,360
9,360 shares@ $26.0 avg price
COKECoca Cola Cons Inc
Recent Activity
New Position
0.01%
$227,737
173 shares@ $1316.4 avg price