Private Trust Co Na »

Managed Portfolio Ser shares owned by Private Trust Co Na

Quarter-by-quarter ownership of Managed Portfolio Ser (KHPI) shares owned by Private Trust Co Na from 13F filings

Historical chart of Private Trust Co Na investment in Managed Portfolio Ser

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All positions including Managed Portfolio Ser held by Private Trust Co Na consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Managed Portfolio Ser by Private Trust Co Na

Quarter filed Position value Share count Share price at filing
2026-03-31 $614k 25k 24.21

More positions owned by Private Trust Co Na

Apple (AAPL)
Microsoft Corporation (MSFT)
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Alphabet Inc Class A cs (GOOGL)
Amazon (AMZN)
iShares S&P 500 Index (IVV)
Broadcom (AVGO)
Invesco Qqq Trust Series 1 (QQQ)
Alphabet Inc Class C cs (GOOG)
JPMorgan Chase & Co. (JPM)
Vanguard S&p 500 Etf idx (VOO)
Johnson & Johnson (JNJ)
Exxon Mobil Corporation (XOM)
Abbvie (ABBV)

View all positions for Private Trust Co Na

Top funds holding Managed Portfolio Ser

LPL Financial
Apollon Wealth Management
Heritage Oak Wealth Advisors
Armis Advisers
Kestra Advisory Services
Prospera Financial Services
Delta Investment Management
CoreCap Advisors
United Advisor Group
Atria Investments
Sigma Planning
Cambridge Investment Research Advisors
Aptus Capital Advisors
HFG Wealth Management
Arete Wealth Advisors

View all funds holding Managed Portfolio Ser