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Summit Wealth Group, LLC/OK’s Ball Corp BALL Stock Holding History

Summit Wealth Group, LLC/OK’s Portfolio BALL Stock Details BALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$206K Sell
3,683
-1,476
-29% -$91.5K 0.35% 49
2026
Q2 		$322K Hold
5,159
– – 0.42% 40
2026
Q1 		$305K Hold
5,159
– – 0.43% 42
2025
Q4 		$273K Buy
+5,159
New +$254K 0.28% 57

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Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Mirova US
Mirova US Boston, Massachusetts $9.15B AUM 21.91% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AMG National Trust Bank
AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return

Summit Wealth Group, LLC/OK's BALL Position: Q3 2026 in Review

Summit Wealth Group, LLC/OK reduced its Ball Corp (BALL) stake by 29% in Q3 2026, selling an estimated $91.5K and leaving 3,683 shares worth $206K. The position accounts for 0.35% of the portfolio, ranked #49.

Summit Wealth Group, LLC/OK first reported a position in BALL in Q4 2025 and has held it in 4 quarters since. The position peaked at $322K in Q2 2026. 415 funds tracked by Wall St. Rank hold BALL as of Q3 2026.

  • Summit Wealth Group, LLC/OK held 3,683 shares of Ball Corp worth $206K as of Q3 2026.
  • Summit Wealth Group, LLC/OK sold 1,476 Ball Corp shares in Q3 2026, an estimated $91.5K.
  • Ball Corp made up 0.35% of Summit Wealth Group, LLC/OK's portfolio in Q3 2026, its #49 holding.
  • Summit Wealth Group, LLC/OK first reported a position in Ball Corp in Q4 2025 and has held it in 4 quarters since.
  • Summit Wealth Group, LLC/OK's Ball Corp position peaked at $322K in Q2 2026.
  • 415 funds tracked by Wall St. Rank held Ball Corp as of Q3 2026.

Based on Summit Wealth Group, LLC/OK's 13F filing for Q3 2026, filed 10 Nov 2026.