Trust Company of Vermont’s Smartbird Inc BIRD Stock Holding History

Trust Company of Vermont’s Portfolio BIRD Stock Details BIRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$40	Buy	+10	New	+$51	﹤0.01%	1146
2025 Q4	$41	Hold	10	–	–	﹤0.01%	1128
2025 Q3	$57	Hold	10	–	–	﹤0.01%	1092
2025 Q2	$106	Hold	10	–	–	﹤0.01%	1073
2025 Q1	$64	Hold	10	–	–	﹤0.01%	1021
2024 Q4	$70	Hold	10	–	–	﹤0.01%	1039
2024 Q3	$118	Hold	10	–	–	﹤0.01%	1036
2024 Q2	$100	Hold	10	–	–	﹤0.01%	887
2024 Q1	$139	Buy	+10	New	+$186	﹤0.01%	835

Other funds holding BIRD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CIAM

Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Trust Company of Vermont's BIRD Position: Q2 2026 in Review

Trust Company of Vermont opened a new position in Smartbird Inc (BIRD) in Q2 2026: 10 shares worth $40. The stake represents ﹤0.01% of the portfolio and ranks #1146 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in BIRD as recently as Q4 2025.

Trust Company of Vermont first reported a position in BIRD in Q1 2024 and has held it in 9 quarters since. The position peaked at $139 in Q1 2024. 16 funds tracked by Wall St. Rank hold BIRD as of Q2 2026.

Trust Company of Vermont held 10 shares of Smartbird Inc worth $40 as of Q2 2026.
Smartbird Inc was a new Trust Company of Vermont position in Q2 2026.
Smartbird Inc made up ﹤0.01% of Trust Company of Vermont's portfolio in Q2 2026, its #1146 holding.
Trust Company of Vermont first reported a position in Smartbird Inc in Q1 2024 and has held it in 9 quarters since.
Trust Company of Vermont's Smartbird Inc position peaked at $139 in Q1 2024.
16 funds tracked by Wall St. Rank held Smartbird Inc as of Q2 2026.

Based on Trust Company of Vermont's 13F filing for Q2 2026, filed 7 Aug 2026.