JFGIW
SUM

Johnson Financial Group Inc (Wisconsin)’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
-53
Closed -$2.77K – 974
2024
Q4 		$2.77K Buy
53
+42
+382% +$1.96K ﹤0.01% 784
2024
Q3 		$430 Buy
+11
New +$423 ﹤0.01% 897
2024
Q1 		– Sell
-101
Closed -$3.88K – 1015
2023
Q4 		$3.88K Buy
+101
New +$3.5K ﹤0.01% 728

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 $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s SUM Position: Q1 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 53 shares — an estimated $2.77K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in SUM in Q4 2023 and held it in 3 quarters. The position peaked at $3.88K in Q4 2023. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 53 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $2.77K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Summit Materials, Inc. Class A Common Stock in Q4 2023 and held it in 3 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Summit Materials, Inc. Class A Common Stock position peaked at $3.88K in Q4 2023.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2025, filed 15 May 2025.