DOSSIER · 13F Holders · Q2 2026
SFGIX

FINANCIAL INVS TR

1 institutions still hold FINANCIAL INVS TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 317609311·1 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$255K
visible holders
Holders
1
filers reporting
Concentration
100.00%
Diversified Trust Co #1
top holder share
AI Holders Summary · Q2 2026

1 institutions reported SFGIX in Q2 2026. Diversified Trust Co leads at 100.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Diversified Trust Co
CIK 0001479844
$255K15K0.00%Q2 2026