Colonial Trust Advisors
WRLD icon

Colonial Trust Advisors’s World Acceptance Corp WRLD Stock Holding History

Colonial Trust Advisors’s Portfolio WRLD Stock Details WRLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$8.54K Hold
50
– – ﹤0.01% 590
2026
Q2 		$11.2K Hold
50
– – ﹤0.01% 562
2026
Q1 		$6.75K Hold
50
– – ﹤0.01% 579
2025
Q4 		$7.02K Hold
50
– – ﹤0.01% 550
2025
Q3 		$8.46K Hold
50
– – ﹤0.01% 516
2025
Q2 		$8.26K Hold
50
– – ﹤0.01% 533
2025
Q1 		$6.33K Hold
50
– – ﹤0.01% 545
2024
Q4 		$5.62K Hold
50
– – ﹤0.01% 551
2024
Q3 		$5.9K Hold
50
– – ﹤0.01% 606
2024
Q2 		$6.18K Hold
50
– – ﹤0.01% 585
2024
Q1 		$7.25K Hold
50
– – ﹤0.01% 650
2023
Q4 		$6.53K Hold
50
– – ﹤0.01% 570
2023
Q3 		$6.35K Hold
50
– – ﹤0.01% 572
2023
Q2 		$6.7K Hold
50
– – ﹤0.01% 583
2023
Q1 		$4.16K Hold
50
– – ﹤0.01% 645
2022
Q4 		$3.3K Buy
+50
New +$3.95K ﹤0.01% 666

Other funds holding WRLD

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
IEQ Capital
IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Patton Albertson Miller Group
Patton Albertson Miller Group Chattanooga, Tennessee $994M AUM 29.09% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Colonial Trust Advisors's WRLD Position: Q3 2026 in Review

Colonial Trust Advisors held its World Acceptance Corp (WRLD) position steady in Q3 2026 at 50 shares worth $8.54K. The position accounts for ﹤0.01% of the portfolio, ranked #590.

Colonial Trust Advisors first reported a position in WRLD in Q4 2022 and has held it in 16 quarters since. The position peaked at $11.2K in Q2 2026. 85 funds tracked by Wall St. Rank hold WRLD as of Q3 2026.

  • Colonial Trust Advisors held 50 shares of World Acceptance Corp worth $8.54K as of Q3 2026.
  • Colonial Trust Advisors left its World Acceptance Corp share count unchanged in Q3 2026.
  • World Acceptance Corp made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q3 2026, its #590 holding.
  • Colonial Trust Advisors first reported a position in World Acceptance Corp in Q4 2022 and has held it in 16 quarters since.
  • Colonial Trust Advisors's World Acceptance Corp position peaked at $11.2K in Q2 2026.
  • 85 funds tracked by Wall St. Rank held World Acceptance Corp as of Q3 2026.

Based on Colonial Trust Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.