BRWA
SUM

B. Riley Wealth Advisors’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

B. Riley Wealth Advisors’s Portfolio SUM Stock Details SUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,228
Closed -$265K – 1429
2024
Q4 		$265K Sell
5,228
-201
-4% -$9.39K 0.01% 919
2024
Q3 		$203K Buy
+5,429
New +$209K 0.01% 1134

Other funds holding SUM

SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $450M AUM 41.19% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
WAM
WFA Asset Management Whitefish Bay, Wisconsin $184M AUM 12.29% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

B. Riley Wealth Advisors's SUM Position: Q1 2025 in Review

B. Riley Wealth Advisors sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 5,228 shares — an estimated $265K sold.

B. Riley Wealth Advisors first reported a position in SUM in Q3 2024 and held it in 2 quarters. The position peaked at $265K in Q4 2024. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • B. Riley Wealth Advisors reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 5,228 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $265K.
  • B. Riley Wealth Advisors first reported a position in Summit Materials, Inc. Class A Common Stock in Q3 2024 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Summit Materials, Inc. Class A Common Stock position peaked at $265K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2025, filed 28 Aug 2026.