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Diversified Trust’s Suzano SUZ Stock Holding History

Diversified Trust’s Portfolio SUZ Stock Details SUZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-26,993
Closed -$270K – 1196
2026
Q1 		$270K Buy
+26,993
New +$273K 0.01% 876

Other funds holding SUZ

GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Diversified Trust's SUZ Position: Q2 2026 in Review

Diversified Trust sold out of Suzano (SUZ) in Q2 2026, closing a stake of 26,993 shares — an estimated $270K sold.

Diversified Trust first reported a position in SUZ in Q1 2026 and held it in 1 quarter. The position peaked at $270K in Q1 2026. 11 funds tracked by Wall St. Rank hold SUZ as of Q2 2026.

  • Diversified Trust reported no remaining Suzano position as of Q2 2026 after selling out during the quarter.
  • Diversified Trust sold 26,993 Suzano shares in Q2 2026, an estimated $270K.
  • Diversified Trust first reported a position in Suzano in Q1 2026 and held it in 1 quarter.
  • Diversified Trust's Suzano position peaked at $270K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Suzano as of Q2 2026.

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