ROCKLAND TRUST CO XYL — Xylem Inc/NY

Ownership history in ROCKLAND TRUST CO  ·  9 quarters on record

AI Ownership Summary

ROCKLAND TRUST CO reported Xylem Inc/NY (XYL) in 9 quarterly 13F filings from 2024 Q3 through 2026 Q3. Peak portfolio weight reached 0.03% in 2025 Q2. The latest visible filing shows XYL at 0.01% 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 XYL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ROCKLAND TRUST CO's position in Xylem Inc/NY, 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

XYL was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q2

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

Time in book
Holding Window
2024 Q3 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.

XYL stock page ROCKLAND TRUST CO fund profile ROCKLAND TRUST CO full holdings
How ROCKLAND TRUST CO held XYL — position size vs. price
% of Fund (quarterly)    XYL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 3,582 +124 +3.6% 0.01% $363K 2026-10-05 $102.42
2026 Q2 REDUCED 8.4% -14.3% ✅ 3,458 -319 -8.4% 0.02% $409K 2026-07-08 $118.17
2026 Q1 ADDED — — — 3,777 +155 +4.3% 0.02% $451K 2026-04-16 $124.25
2025 Q4 REDUCED — — — 3,622 -28 -0.8% 0.02% $493K 2026-01-15 $143.21
2025 Q3 REDUCED 10.7% -5.9% ✅ 3,650 -439 -10.7% 0.02% $538K 2025-11-06 $148.26
2025 Q2 REDUCED — — — 4,089 -87 -2.1% 0.03% $529K 2025-07-10 $129.42
2025 Q1 ADDED — — — 4,176 +111 +2.7% 0.03% $499K 2025-04-16 $107.04
2024 Q4 ADDED — — — 4,065 +1,393 +52.1% 0.02% $472K 2025-01-14 $112.80
2024 Q3 INITIATED — — — 2,672 — — 0.02% $361K 2024-10-03 $129.67

🏢 Other funds also holding XYL

As of 2026 Q3 — sorted by position size

DUDLEY & SHANLEY, INC. 3Y 7Y 2.74% HALL LAURIE J TRUSTEE 3Y 7Y 1.11% Canandaigua National Trust Co of Florida 0.36% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.29% First Financial Bank - Trust Division 3Y 7Y 0.18% Norman Fields, Gottscho Capital Management, LLC 3Y 7Y 0.16% REYL & Cie S.A. 0.15% CANANDAIGUA NATIONAL BANK & TRUST CO 3Y 7Y 0.12% Central Pacific Bank - Trust Division 0.09% S.E.E.D. Planning Group LLC 3Y 0.08%

FAQ About ROCKLAND TRUST CO and XYL

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

How long has ROCKLAND TRUST CO reported owning XYL?

ROCKLAND TRUST CO reported XYL across 9 quarterly 13F filings, from 2024 Q3 through 2026 Q3.

What was the largest reported XYL position in ROCKLAND TRUST CO's portfolio?

The largest reported portfolio weight for XYL was 0.03% in 2025 Q2.

What is the latest reported XYL position on this page?

The most recent filing on this page is 2026 Q3, when ROCKLAND TRUST CO reported 3,582 shares, equal to 0.01% of portfolio, with an estimated market value of $363K.

What does the chart on this XYL ownership page compare?

The chart compares ROCKLAND TRUST CO's quarterly XYL 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 ROCKLAND TRUST CO time their XYL position?

Based on 13F filing dates vs. subsequent XYL price moves, ROCKLAND TRUST CO correctly timed 4 out of 8 reported position changes (50%). The annualised alpha on XYL relative to SPY over the holding period was +1336.9%.

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