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.
Latest 13F Filing Activity
Farmers Trust Co. filed their most recent 13F report on Sep 30, 2025 disclosing 195 equity positions with a total 13F market value of $580M. The fund increased holdings in Apple Inc., Select Sector SPDR TR, Alphabet Inc. among other positions. Farmers Trust Co. reduced exposure to International Business Machs, Amazon Com Inc., Uber Technologies Inc. among others.
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 |
Industry Allocation
Investment Team (4)
| Name | Role | Location | |
|---|---|---|---|
| Vice President - Trust Investment Officer | Youngstown, OH , United States | ||
| Vice President, Trust Portfolio Manager | Pittsburgh, PA , United States | ||
J John Stewart | Chief Investment Officer | Canfield, OH , United States | |
| Securities Trader | Warren, OH , United States |