Bank & Trust Co FDX — FedEx Corp Com

Ownership history in Bank & Trust Co  ·  10 quarters on record

AI Ownership Summary

Bank & Trust Co reported FedEx Corp Com (FDX) in 10 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.15% in 2024 Q2. The latest visible filing shows FDX at 0.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FDX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bank & Trust Co's position in FedEx Corp Com, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

FDX was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FDX stock page Bank & Trust Co fund profile Bank & Trust Co full holdings
How Bank & Trust Co held FDX — position size vs. price
% of Fund (quarterly)    FDX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 575 — 0% 0.10% $164K 2026-10-07 $289.04
2026 Q2 UNCHANGED — — — 575 — 0% 0.11% $180K 2026-07-10 $313.46
2026 Q1 UNCHANGED — — — 575 — 0% 0.14% $205K 2026-04-13 $297.38
2025 Q4 UNCHANGED — — — 575 — 0% 0.12% $166K 2026-01-13 $246.62
2025 Q3 UNCHANGED — — — 575 — 0% 0.10% $136K 2025-10-06 $195.74
2025 Q2 UNCHANGED — — — 575 — 0% 0.10% $131K 2025-07-14 $184.22
2025 Q1 UNCHANGED — — — 575 — 0% 0.11% $140K 2025-04-09 $170.49
2024 Q4 UNCHANGED — — — 575 — 0% 0.14% $162K 2025-01-07 $213.95
2024 Q3 UNCHANGED — — — 575 — 0% 0.13% $157K 2024-10-09 $204.88
2024 Q2 INITIATED — — — 575 — — 0.15% $172K 2024-07-08 $227.68

🏢 Other funds also holding FDX

As of 2026 Q3 — sorted by position size

RHODES INVESTMENT ADVISORS INC /ADV 1.07% Exchange Bank 0.48% Partnership Wealth Management, LLC 0.43% Montecito Bank & Trust 3Y 7Y 0.19% DOLIVER ADVISORS, LP 3Y 7Y 0.14% Mn Services Vermogensbeheer B.V. 3Y 7Y 0.14% Artemis Investment Management LLP 3Y 7Y 0.11% Central Pacific Bank - Trust Division 0.09% Green Ridge Wealth Planning LLC 0.08% MOODY NATIONAL BANK TRUST DIVISION 3Y 7Y 0.07%

FAQ About Bank & Trust Co and FDX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bank & Trust Co reported owning FDX?

Bank & Trust Co reported FDX across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported FDX position in Bank & Trust Co's portfolio?

The largest reported portfolio weight for FDX was 0.15% in 2024 Q2.

What is the latest reported FDX position on this page?

The most recent filing on this page is 2026 Q3, when Bank & Trust Co reported 575 shares, equal to 0.10% of portfolio, with an estimated market value of $164K.

What does the chart on this FDX ownership page compare?

The chart compares Bank & Trust Co's quarterly FDX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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