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Diversified Trust’s SSR Mining SSRM Stock Holding History

Diversified Trust’s Portfolio SSRM Stock Details SSRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$240K Sell
8,480
-57
-0.7% -$1.74K ﹤0.01% 993
2026
Q1 		$251K Sell
8,537
-1,678
-16% -$44.5K ﹤0.01% 900
2025
Q4 		$224K Sell
10,215
-6,298
-38% -$140K ﹤0.01% 932
2025
Q3 		$403K Buy
+16,513
New +$279K 0.01% 714
2025
Q1 		– Sell
-12,241
Closed -$85.2K – 1018
2024
Q4 		$85.2K Hold
12,241
– – ﹤0.01% 891
2024
Q3 		$69.5K Buy
+12,241
New +$64.1K ﹤0.01% 881

Other funds holding SSRM

OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
TFIAP
Towarzystwo Funduszy Inwestycyjnych Allianz Polska Warszawa, Poland $46.6M AUM 51.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Diversified Trust's SSRM Position: Q2 2026 in Review

Diversified Trust reduced its SSR Mining (SSRM) stake by 0.67% in Q2 2026, selling an estimated $1.74K and leaving 8,480 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #993.

Diversified Trust first reported a position in SSRM in Q3 2024 and has held it in 6 quarters since. The position peaked at $403K in Q3 2025. 34 funds tracked by Wall St. Rank hold SSRM as of Q2 2026.

  • Diversified Trust held 8,480 shares of SSR Mining worth $240K as of Q2 2026.
  • Diversified Trust sold 57 SSR Mining shares in Q2 2026, an estimated $1.74K.
  • SSR Mining made up ﹤0.01% of Diversified Trust's portfolio in Q2 2026, its #993 holding.
  • Diversified Trust first reported a position in SSR Mining in Q3 2024 and has held it in 6 quarters since.
  • Diversified Trust's SSR Mining position peaked at $403K in Q3 2025.
  • 34 funds tracked by Wall St. Rank held SSR Mining as of Q2 2026.

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