Farmers Trust Co.
Farmers Trust Company is an independent trust company headquartered in Youngstown, Ohio. Chartered by the Ohio Division of Financial Institutions and licensed by the Pennsylvania Department of Banking and Securities, the firm provides investment management, estate settlement, living trusts, testamentary trusts, charitable trusts, endowments, and employee benefit plan services. It specializes in integrating investment, trust, and estate management at a local level, serving individuals, families, and organizations with a confidential and personalized approach. The company collaborates closely with client advisors to offer comprehensive financial strategies.
Investment Strategy
Farmers Trust Company focuses on administering and managing trust assets using a diversified approach that integrates investment management, trust, and estate planning to meet client goals. The firm offers several investment management options and maintains flexibility to work with outside advisors and brokerages. Their philosophy emphasizes personal service tailored to individual, family, and organizational needs, working in coordination with legal, tax, and insurance professionals to design holistic strategies addressing wealth preservation, transfer, and growth.
Top Holdings
Equity Positions (195)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 7.08% | $41.1M | 61,701 | $331.33 | $666.18 | +$2.0M |
M MSFT | Microsoft Corp | 4.75% | $27.6M | 53,259 | $62.47 | $517.95 | +$796.0K |
A AAPL | APPLE INC | 4.44% | $25.8M | 101,192 | $68.50 | $254.63 | +$7.1M |
J JPM | JPMORGAN CHASE & CO | 3.68% | $21.3M | 67,638 | $86.19 | $315.43 | +$1.5M |
G GOOGL | Alphabet Inc | 2.45% | $14.2M | 58,388 | $54.36 | $243.10 | +$3.4M |