First National Trust Co.
First National Trust Company is a wealth management and trust company headquartered in Pittsburgh, Pennsylvania. Founded in 1864, it provides fiduciary, investment management, estate planning, and wealth transfer services, serving individuals, families, and institutions with an emphasis on trust and estate administration. It operates under the regulatory oversight as a trust company, managing a large portfolio across diversified asset classes.
Investment Strategy
First National Trust Company pursues a diversified, client-centric investment strategy focused on fiduciary care, asset allocation, and long-term portfolio growth. The firm tailors investment plans to each client's needs, carefully considers risk tolerance, time horizon, and income objectives, and manages portfolios actively. It avoids conflicts of interest by not accepting fees from outside fund companies, and emphasizes unbiased, prudent investment choices while acting as a trustee or agent for individuals and organizations.
Top Holdings
Equity Positions (379)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 4.39% | $117.4M | 572,170 | $70.44 | $205.17 | -$11.4M |
S SPYG | SPDR SERIES TRUST | 4.29% | $114.6M | 1,202,302 | $62.66 | $95.32 | +$29.2M |
S SPYV | SPDR SERIES TRUST | 4.12% | $110.1M | 2,103,940 | $43.31 | $52.34 | +$9.9M |
M MSFT | MICROSOFT CORP | 4.05% | $108.4M | 217,947 | $86.60 | $497.41 | +$23.1M |
G GLD | SPDR GOLD TR | 3.27% | $87.5M | 287,106 | $183.69 | $304.83 | +$5.1M |