PS
SUM

Principal Securities’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Principal Securities’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
Q2 		– Sell
-1,922
Closed -$97.3K – 3938
2025
Q1 		$97.3K Hold
1,922
– – ﹤0.01% 1453
2024
Q4 		$97.3K Sell
1,922
-1,507
-44% -$70.4K ﹤0.01% 1451
2024
Q3 		$134K Sell
3,429
-121
-3% -$4.65K ﹤0.01% 1257
2024
Q2 		$130K Sell
3,550
-502
-12% -$19.7K ﹤0.01% 1213
2024
Q1 		$181K Sell
4,052
-230
-5% -$9.1K 0.01% 1052
2023
Q4 		$165K Buy
+4,282
New +$148K 0.01% 996

Other funds holding SUM

WAM
WFA Asset Management Whitefish Bay, Wisconsin $184M AUM 12.29% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return