Diversified Trust’s Harbor PanAgora Dynamic Large Cap Core ETF INFO Stock Holding History

Diversified Trust’s Portfolio INFO Stock Details INFO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$22.5M	Buy	+800,824	New	+$22.3M	0.48%	28

Other funds holding INFO

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

First National Trust Hermitage, Pennsylvania $2.88B AUM 20.17% 1-Year Est. Return

Archford Capital Strategies Swansea, Illinois $1.01B AUM 23.17% 1-Year Est. Return

Guided Capital Wealth Management Houston, Texas $172M AUM 20.81% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Legacy Advisors Plymouth Meeting, Pennsylvania $1.05B AUM 17.6% 1-Year Est. Return

SFG Wealth Management Towson, Maryland $281M AUM 19.71% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Diversified Trust's INFO Position: Q3 2026 in Review

Diversified Trust opened a new position in Harbor PanAgora Dynamic Large Cap Core ETF (INFO) in Q3 2026: 800,824 shares worth $22.5M. The stake represents 0.48% of the portfolio and ranks #28 among its holdings.

14 funds tracked by Wall St. Rank hold INFO as of Q3 2026.

Diversified Trust held 800,824 shares of Harbor PanAgora Dynamic Large Cap Core ETF worth $22.5M as of Q3 2026.
Harbor PanAgora Dynamic Large Cap Core ETF was a new Diversified Trust position in Q3 2026.
Harbor PanAgora Dynamic Large Cap Core ETF made up 0.48% of Diversified Trust's portfolio in Q3 2026, its #28 holding.
14 funds tracked by Wall St. Rank held Harbor PanAgora Dynamic Large Cap Core ETF as of Q3 2026.

Based on Diversified Trust's 13F filing for Q3 2026, filed 6 Nov 2026.