Skip to main content

Diversified Trust Co

SEC CIK
0001479844
Latest filing
Jul 17, 2026

SF holding history

Stifel Financial Corp in every 13F filed by Diversified Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SF overviewAll 13F holders of SFFull Q2 2026 holdings

Shares (Q2 2026)
8,385
Value
$585.0K
% of portfolio
<0.1%
Quarters held
7
Since Q1 2021
Holdings of SF by Diversified Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,385$585.0K<0.1%+8,385NewHolders
Q3 20250$00.0%−11,779−100.0%Sold outHolders
Q2 202511,779$1.22M<0.1%−17−0.1%ReducedHolders
Q1 202511,796$1.11M<0.1%+11,796NewHolders
Q3 20220$00.0%−6,866−100.0%Sold outHolders
Q2 20226,866$385.0K<0.1%−1,877−21.5%ReducedHolders
Q1 20228,743$594.0K<0.1%+3,908+80.8%AddedHolders
Q4 20214,835$340.0K<0.1%+4,835NewHolders
Q2 20210$00.0%−4,826−100.0%Sold outHolders
Q1 20214,826$309.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.