New Covenant Trust Company, N.A. DE — DEERE & CO

Ownership history in New Covenant Trust Company, N.A.  ·  10 quarters on record

AI Ownership Summary

New Covenant Trust Company, N.A. reported DEERE & CO (DE) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.43% in 2026 Q1. The latest visible filing shows DE at 0.41% 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 DE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was New Covenant Trust Company, N.A.'s position in DEERE & CO, 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 Q2

DE was reported at 0.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.43% in 2026 Q1

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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.

DE stock page New Covenant Trust Company, N.A. fund profile New Covenant Trust Company, N.A. full holdings
How New Covenant Trust Company, N.A. held DE — position size vs. price
% of Fund (quarterly)    DE 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 Q2 ADDED — — — 864 +12 +1.4% 0.41% $548K 2026-07-14 $584.40
2026 Q1 ADDED — — — 852 +69 +8.8% 0.43% $480K 2026-04-17 $588.93
2025 Q4 ADDED — — — 783 +6 +0.8% 0.33% $366K 2026-01-13 $496.78
2025 Q3 REDUCED — — — 777 -20 -2.5% 0.33% $355K 2025-10-07 $457.39
2025 Q2 REDUCED — — — 797 -5 -0.6% 0.37% $409K 2025-07-17 $492.96
2025 Q1 REDUCED — — — 802 -29 -3.5% 0.39% $373K 2025-04-23 $449.37
2024 Q4 REDUCED — — — 831 -19 -2.2% 0.35% $353K 2025-02-06 $456.18
2024 Q3 ADDED — — — 850 +131 +18.2% 0.34% $355K 2024-10-29 $396.84
2024 Q2 REDUCED — — — 719 -11 -1.5% 0.31% $272K 2024-07-30 $362.07
2024 Q1 INITIATED — — — 730 — — 0.30% $299.8M 2024-05-15 $401.64

🏢 Other funds also holding DE

As of 2026 Q2 — sorted by position size

Rothschild & Co Wealth Management UK Ltd 3Y 10.65% TLW Wealth Management, LLC 3Y 7Y 10.27% Dynamic Financial Group 8.81% Spectrum Financial Alliance Ltd LLC 3Y 7Y 8.52% Crown Oak Advisors, LLC 8.29% WEYBOSSET RESEARCH & MANAGEMENT LLC 3Y 7Y 7.67% SPRING CAPITAL MANAGEMENT, LLC 3Y 5.55% MONTGOMERY INVESTMENT MANAGEMENT INC 3Y 7Y 4.86% Gouws Capital LLC 3Y 4.36% Atala Financial Inc 4.31%

FAQ About New Covenant Trust Company, N.A. and DE

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

How long has New Covenant Trust Company, N.A. reported owning DE?

New Covenant Trust Company, N.A. reported DE across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported DE position in New Covenant Trust Company, N.A.'s portfolio?

The largest reported portfolio weight for DE was 0.43% in 2026 Q1.

What is the latest reported DE position on this page?

The most recent filing on this page is 2026 Q2, when New Covenant Trust Company, N.A. reported 864 shares, equal to 0.41% of portfolio, with an estimated market value of $548K.

What does the chart on this DE ownership page compare?

The chart compares New Covenant Trust Company, N.A.'s quarterly DE 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.

How well did New Covenant Trust Company, N.A. time their DE position?

Based on 13F filing dates vs. subsequent DE price moves, New Covenant Trust Company, N.A. correctly timed 4 out of 9 reported position changes (44%). The annualised alpha on DE relative to SPY over the holding period was -0.1%.

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