BP
DHIL

Ballentine Partners’s Diamond Hill DHIL Stock Holding History

Ballentine Partners’s Portfolio DHIL Stock Details DHIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,888
Closed -$325K – 1092
2026
Q1 		$325K Buy
1,888
+49
+3% +$8.4K ﹤0.01% 697
2025
Q4 		$312K Buy
+1,839
New +$255K ﹤0.01% 709

Other funds holding DHIL

TFA
Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Ballentine Partners's DHIL Position: Q2 2026 in Review

Ballentine Partners sold out of Diamond Hill (DHIL) in Q2 2026, closing a stake of 1,888 shares — an estimated $325K sold.

Ballentine Partners first reported a position in DHIL in Q4 2025 and held it in 2 quarters. The position peaked at $325K in Q1 2026. 2 funds tracked by Wall St. Rank hold DHIL as of Q2 2026.

  • Ballentine Partners reported no remaining Diamond Hill position as of Q2 2026 after selling out during the quarter.
  • Ballentine Partners sold 1,888 Diamond Hill shares in Q2 2026, an estimated $325K.
  • Ballentine Partners first reported a position in Diamond Hill in Q4 2025 and held it in 2 quarters.
  • Ballentine Partners's Diamond Hill position peaked at $325K in Q1 2026.
  • 2 funds tracked by Wall St. Rank held Diamond Hill as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.