Rise Advisors’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Rise Advisors’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	-298	Closed	-$15.1K	–	1579
2024 Q4	$15.1K	Hold	298	–	–	0.01%	825
2024 Q3	$11.6K	Hold	298	–	–	0.01%	970
2024 Q2	$10.9K	Hold	298	–	–	0.01%	982
2024 Q1	$13.3K	Buy	+298	New	+$11.8K	0.01%	944

Other funds holding SUM

SFCL

Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

HNB

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

Rise Advisors's SUM Position: Q1 2025 in Review

Rise Advisors sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 298 shares — an estimated $15.1K sold.

Rise Advisors first reported a position in SUM in Q1 2024 and held it in 4 quarters. The position peaked at $15.1K in Q4 2024. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

Rise Advisors reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
Rise Advisors sold 298 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $15.1K.
Rise Advisors first reported a position in Summit Materials, Inc. Class A Common Stock in Q1 2024 and held it in 4 quarters.
Rise Advisors's Summit Materials, Inc. Class A Common Stock position peaked at $15.1K in Q4 2024.
7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on Rise Advisors's 13F filing for Q1 2025, filed 15 May 2025.