PFBT
SUM

Parkside Financial Bank & Trust’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Parkside Financial Bank & 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
-287
Closed -$14.5K – 2774
2024
Q4 		$14.5K Buy
287
+17
+6% +$794 ﹤0.01% 1179
2024
Q3 		$10.5K Buy
270
+84
+45% +$3.23K ﹤0.01% 1231
2024
Q2 		$6.81K Buy
186
+184
+9,200% +$7.22K ﹤0.01% 1287
2024
Q1 		$90 Hold
2
– – ﹤0.01% 2014
2023
Q4 		$77 Sell
2
-106
-98% -$3.67K ﹤0.01% 2030
2023
Q3 		$3.36K Hold
108
– – ﹤0.01% 1502
2023
Q2 		$4.09K Hold
108
– – ﹤0.01% 1440
2023
Q1 		$3.08K Sell
108
-43
-28% -$1.3K ﹤0.01% 1547
2022
Q4 		$4.27K Buy
+151
New +$4.16K ﹤0.01% 1380

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

Parkside Financial Bank & Trust's SUM Position: Q1 2025 in Review

Parkside Financial Bank & Trust sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 287 shares — an estimated $14.5K sold.

Parkside Financial Bank & Trust first reported a position in SUM in Q4 2022 and held it in 9 quarters. The position peaked at $14.5K in Q4 2024. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • Parkside Financial Bank & Trust reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 287 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $14.5K.
  • Parkside Financial Bank & Trust first reported a position in Summit Materials, Inc. Class A Common Stock in Q4 2022 and held it in 9 quarters.
  • Parkside Financial Bank & Trust's Summit Materials, Inc. Class A Common Stock position peaked at $14.5K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2025, filed 8 May 2025.