Position in TFC
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$7,714,454
-$500,613 QoQ
Shares Held
167,815
+0.5% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 51.190298840985605.ToString("F0")%
Shared 0.ToString("F0")%
None 48.80970115901439.ToString("F0")%
Common Shares in TFC 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. TFC ranks #1 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
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.
|
12,943 | $1,774,226 |
All Filings in TFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,714,454 | 167,815 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $8,215,067 | 166,939 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $7,655,538 | 167,444 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $7,370,419 | 171,445 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $7,115,369 | 172,913 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $7,770,919 | 179,136 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $7,684,827 | 179,678 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $6,963,629 | 179,244 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $6,962,723 | 178,623 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $6,777,440 | 183,571 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $5,241,694 | 183,212 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $5,484,365 | 180,704 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $6,135,100 | 179,915 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $7,163,590 | 166,479 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $7,860,624 | 180,538 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $4,660,376 | 98,258 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $5,557,563 | 98,017 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $9,750,272 | 166,529 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $5,803,593 | 98,953 | Shares | Sole | 2022-01-13 | |
| 2021-06-30 | $5,460,312 | 98,384 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $6,074,261 | 104,154 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $5,152,954 | 107,510 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $4,105,100 | 107,887 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $4,331,430 | 115,351 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $3,593,322 | 116,515 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||