Sierra Summit Advisors’s Marqeta MQ Stock Holding History

Sierra Summit Advisors’s Portfolio MQ Stock Details MQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.52M	Buy	+89,452	New	+$1.48M	0.18%	83

Other funds holding MQ

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Ahara Advisors Jersey City, New Jersey $165M AUM 22.09% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Donor Advised Charitable Giving San Francisco, California $5.16B AUM 22.24% 1-Year Est. Return

State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Sierra Summit Advisors's MQ Position: Q3 2026 in Review

Sierra Summit Advisors opened a new position in Marqeta (MQ) in Q3 2026: 89,452 shares worth $1.52M. The stake represents 0.18% of the portfolio and ranks #83 among its holdings.

54 funds tracked by Wall St. Rank hold MQ as of Q3 2026.

Sierra Summit Advisors held 89,452 shares of Marqeta worth $1.52M as of Q3 2026.
Marqeta was a new Sierra Summit Advisors position in Q3 2026.
Marqeta made up 0.18% of Sierra Summit Advisors's portfolio in Q3 2026, its #83 holding.
54 funds tracked by Wall St. Rank held Marqeta as of Q3 2026.

Based on Sierra Summit Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.