BF
SUM

BOK Financial’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

BOK Financial’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
-126
Closed -$6.56K – 1389
2024
Q4 		$6.56K Hold
126
– – ﹤0.01% 1014
2024
Q3 		$4.67K Hold
126
– – ﹤0.01% 1069
2024
Q2 		$4.61K Buy
+126
New +$4.95K ﹤0.01% 1004
2016
Q2 		– Sell
-10,962
Closed -$204K – 884
2016
Q1 		$204K Buy
+10,962
New +$179K 0.01% 774

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

BOK Financial's SUM Position: Q1 2025 in Review

BOK Financial sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 126 shares — an estimated $6.56K sold.

BOK Financial first reported a position in SUM in Q1 2016 and held it in 4 quarters. The position peaked at $204K in Q1 2016. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • BOK Financial reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • BOK Financial sold 126 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $6.56K.
  • BOK Financial first reported a position in Summit Materials, Inc. Class A Common Stock in Q1 2016 and held it in 4 quarters.
  • BOK Financial's Summit Materials, Inc. Class A Common Stock position peaked at $204K in Q1 2016.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on BOK Financial's 13F filing for Q1 2025, filed 13 May 2025.