Bank of Jackson Hole Trust’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Bank of Jackson Hole Trust’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	-85	Closed	-$4.3K	–	541
2024 Q4	$4.3K	Buy	+85	New	+$3.97K	﹤0.01%	427

Other funds holding SUM

SFCL

Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Bank of Jackson Hole Trust's SUM Position: Q1 2025 in Review

Bank of Jackson Hole Trust sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 85 shares — an estimated $4.3K sold.

Bank of Jackson Hole Trust first reported a position in SUM in Q4 2024 and held it in 1 quarter. The position peaked at $4.3K in Q4 2024. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

Bank of Jackson Hole Trust reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
Bank of Jackson Hole Trust sold 85 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $4.3K.
Bank of Jackson Hole Trust first reported a position in Summit Materials, Inc. Class A Common Stock in Q4 2024 and held it in 1 quarter.
Bank of Jackson Hole Trust's Summit Materials, Inc. Class A Common Stock position peaked at $4.3K in Q4 2024.
7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on Bank of Jackson Hole Trust's 13F filing for Q1 2025, filed 8 May 2025.