Putney Financial Group’s Boston Beer SAM Stock Holding History

Putney Financial Group’s Portfolio SAM Stock Details SAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4	Closed	-$955	–	303
2025 Q1	$955	Hold	4	–	–	﹤0.01%	265
2024 Q4	$1.2K	Buy	+4	New	+$1.21K	﹤0.01%	283

Other funds holding SAM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Putney Financial Group's SAM Position: Q2 2025 in Review

Putney Financial Group sold out of Boston Beer (SAM) in Q2 2025, closing a stake of 4 shares — an estimated $955 sold.

Putney Financial Group first reported a position in SAM in Q4 2024 and held it in 2 quarters. The position peaked at $1.2K in Q4 2024. 345 funds tracked by Wall St. Rank hold SAM as of Q2 2025.

Putney Financial Group reported no remaining Boston Beer position as of Q2 2025 after selling out during the quarter.
Putney Financial Group sold 4 Boston Beer shares in Q2 2025, an estimated $955.
Putney Financial Group first reported a position in Boston Beer in Q4 2024 and held it in 2 quarters.
Putney Financial Group's Boston Beer position peaked at $1.2K in Q4 2024.
345 funds tracked by Wall St. Rank held Boston Beer as of Q2 2025.

Based on Putney Financial Group's 13F filing for Q2 2025, filed 4 Aug 2025.