Diversified Trust’s FTAI Aviation FTAI Stock Holding History

Diversified Trust’s Portfolio FTAI Stock Details FTAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.96M	Sell	14,644 -5,763	-28%	-$1.45M	0.06%	159
2026 Q1	$5M	Sell	20,407 -2,066	-9%	-$547K	0.09%	125
2025 Q4	$4.42M	Buy	22,473 +5,416	+32%	+$923K	0.08%	129
2025 Q3	$2.85M	Buy	+17,057	New	+$2.43M	0.06%	188
2025 Q2	–	Sell	-5,294	Closed	-$588K	–	963
2025 Q1	$588K	Sell	5,294 -18,169	-77%	-$2.15M	0.01%	528
2024 Q4	$3.38M	Buy	23,463 +10,383	+79%	+$1.53M	0.08%	145
2024 Q3	$1.74M	Buy	+13,080	New	+$1.48M	0.04%	253

Other funds holding FTAI

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

ICG Advisors Los Angeles, California $30.1M AUM

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

RDWM

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

Diversified Trust's FTAI Position: Q2 2026 in Review

Diversified Trust reduced its FTAI Aviation (FTAI) stake by 28% in Q2 2026, selling an estimated $1.45M and leaving 14,644 shares worth $3.96M. The position accounts for 0.06% of the portfolio, ranked #159.

Diversified Trust first reported a position in FTAI in Q3 2024 and has held it in 7 quarters since. The position peaked at $5M in Q1 2026. 69 funds tracked by Wall St. Rank hold FTAI as of Q2 2026.

Diversified Trust held 14,644 shares of FTAI Aviation worth $3.96M as of Q2 2026.
Diversified Trust sold 5,763 FTAI Aviation shares in Q2 2026, an estimated $1.45M.
FTAI Aviation made up 0.06% of Diversified Trust's portfolio in Q2 2026, its #159 holding.
Diversified Trust first reported a position in FTAI Aviation in Q3 2024 and has held it in 7 quarters since.
Diversified Trust's FTAI Aviation position peaked at $5M in Q1 2026.
69 funds tracked by Wall St. Rank held FTAI Aviation as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.