FFA
SUM

Farther Finance Advisors’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Farther Finance 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
-271
Closed -$13.7K – 4454
2024
Q4 		$13.7K Sell
271
-1,025
-79% -$47.9K ﹤0.01% 2246
2024
Q3 		$50.6K Buy
1,296
+951
+276% +$36.6K ﹤0.01% 1646
2024
Q2 		$12.3K Buy
345
+175
+103% +$6.87K ﹤0.01% 1995
2024
Q1 		$7.33K Sell
170
-2
-1% -$79 ﹤0.01% 1889
2023
Q4 		$6.62K Buy
172
+110
+177% +$3.81K ﹤0.01% 1828
2023
Q3 		$1.93K Hold
62
– – ﹤0.01% 1868
2023
Q2 		$2.35K Hold
62
– – ﹤0.01% 1697
2023
Q1 		$1.77K Hold
62
– – ﹤0.01% 1684
2022
Q4 		$1.76K Buy
+62
New +$1.71K ﹤0.01% 1497

Other funds holding SUM

SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
WAM
WFA Asset Management Whitefish Bay, Wisconsin $184M AUM 12.29% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Farther Finance Advisors's SUM Position: Q1 2025 in Review

Farther Finance Advisors sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 271 shares — an estimated $13.7K sold.

Farther Finance Advisors first reported a position in SUM in Q4 2022 and held it in 9 quarters. The position peaked at $50.6K in Q3 2024. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • Farther Finance Advisors reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • Farther Finance Advisors sold 271 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $13.7K.
  • Farther Finance Advisors first reported a position in Summit Materials, Inc. Class A Common Stock in Q4 2022 and held it in 9 quarters.
  • Farther Finance Advisors's Summit Materials, Inc. Class A Common Stock position peaked at $50.6K in Q3 2024.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on Farther Finance Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.