Position in CFR
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$1,774,226
+$18,122 QoQ
Shares Held
12,943
-6.7% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CFR Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Diversified Trust Co holds $53,624,386 across 44 Banks - Regional names. CFR ranks #8 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
167,815 | $7,714,454 | |
| 2 | PNFP |
Pinnacle Financial Partners, Inc.
|
54,144 | $4,663,963 | |
| 3 | BAP |
Credicorp Ltd
|
10,953 | $3,715,038 | |
| 4 | CARE |
Carter Bankshares, Inc.
|
131,488 | $3,066,300 | |
| 5 | BPOP |
Popular, Inc.
|
16,147 | $2,166,442 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
31,293 | $1,876,641 | |
| 7 | HDB |
Hdfc Bank Ltd
|
71,709 | $1,784,119 | |
| 8 | CFR |
Cullen/Frost Bankers, Inc.
This page
|
12,943 | $1,774,226 |
All Filings in CFR
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,774,226 | 12,943 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,756,104 | 13,868 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $1,748,665 | 13,794 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,741,588 | 13,549 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,569,632 | 12,537 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,475,435 | 18,439 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $2,470,428 | 22,085 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,964,507 | 19,330 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $2,123,970 | 18,868 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,609,449 | 14,835 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $952,596 | 10,444 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $593,135 | 5,516 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $427,048 | 4,054 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $554,186 | 4,145 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $397,321 | 3,005 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $349,932 | 3,005 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $540,491 | 3,905 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $706,622 | 5,605 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $664,865 | 5,605 | Shares | Sole | 2022-01-13 | |
| 2021-06-30 | $627,760 | 5,605 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $721,078 | 6,630 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $541,262 | 6,205 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $396,809 | 6,205 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $463,575 | 6,205 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $259,702 | 4,655 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||