Position in FFIN
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,063,777
+$115,576 QoQ
Shares Held
30,745
-4.5% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#138
of 350 holders
Holding Since
Jun 2020
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FFIN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Diversified Trust Co holds $62,517,434 across 44 Banks - Regional names. FFIN ranks #23 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
169,518 | $8,445,386 | |
| 2 | PNFP |
Pinnacle Financial Partners, Inc.
|
53,436 | $5,390,623 | |
| 3 | CARE |
Carter Bankshares, Inc.
|
141,762 | $4,821,325 | |
| 4 | BPOP |
Popular, Inc.
|
16,147 | $2,651,014 | |
| 5 | UCB |
United Community Banks Inc
|
66,890 | $2,347,170 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
31,506 | $2,207,625 | |
| 7 | IBOC |
International Bancshares Corp
|
27,202 | $2,065,991 | |
| 8 | FHB |
First Hawaiian, Inc.
|
67,833 | $1,987,506 |
All Filings in FFIN
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,063,777 | 30,745 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $948,201 | 32,197 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,076,036 | 36,024 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $1,587,438 | 47,175 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,664,470 | 46,261 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,585,436 | 44,138 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,050,460 | 29,139 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $1,275,475 | 34,463 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $865,140 | 29,297 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $932,853 | 28,432 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $535,764 | 17,682 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $333,668 | 13,283 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $330,284 | 11,593 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $253,764 | 7,955 | Shares | Sole | 2023-04-07 | |
| 2021-06-30 | $664,778 | 13,531 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $643,004 | 13,760 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $547,252 | 15,130 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $318,062 | 11,396 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $275,668 | 9,542 | Shares | Sole | 2020-07-07 | |
| No filing history on record for this holder in this stock. | ||||||