SPIA
SUM

Steward Partners Investment Advisory’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Steward Partners Investment Advisory’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
-13,250
Closed -$670K – 4184
2024
Q4 		$670K Sell
13,250
-498
-4% -$23.3K 0.01% 1031
2024
Q3 		$537K Sell
13,748
-803
-6% -$30.9K 0.01% 1081
2024
Q2 		$533K Sell
14,551
-708
-5% -$27.8K 0.01% 1040
2024
Q1 		$680K Sell
15,259
-4,077
-21% -$161K 0.01% 935
2023
Q4 		$744K Sell
19,336
-407
-2% -$14.1K 0.01% 830
2023
Q3 		$615K Sell
19,743
-1,506
-7% -$53.6K 0.01% 851
2023
Q2 		$804K Sell
21,249
-1,017
-5% -$31.5K 0.01% 765
2023
Q1 		$634K Sell
22,266
-3,351
-13% -$101K 0.01% 837
2022
Q4 		$727K Sell
25,617
-909
-3% -$25K 0.01% 770
2022
Q3 		$625K Sell
26,526
-6,284
-19% -$169K 0.01% 786
2022
Q2 		$751K Sell
32,810
-6,077
-16% -$161K 0.01% 732
2022
Q1 		$1.19M Buy
38,887
+413
+1% +$13.8K 0.02% 637
2021
Q4 		$1.52M Buy
38,474
+1,999
+5% +$73.2K 0.02% 574
2021
Q3 		$1.15M Hold
36,475
– – 0.02% 615
2021
Q2 		$1.25M Sell
36,475
-3
-0% -$95 0.02% 591
2021
Q1 		$1.01M Buy
36,478
+36,374
+34,975% +$914K 0.02% 646
2020
Q4 		$2K Buy
+104
New +$1.93K ﹤0.01% 2745
2019
Q3 		– Sell
-19
Closed – – 2790
2019
Q2 		$0 Buy
+19
New +$302 ﹤0.01% 2702
2018
Q4 		– Sell
-19
Closed – – 2248
2018
Q3 		$0 Buy
+19
New +$413 ﹤0.01% 2734

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 $8.31B AUM 21.94% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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

Steward Partners Investment Advisory's SUM Position: Q1 2025 in Review

Steward Partners Investment Advisory sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 13,250 shares — an estimated $670K sold.

Steward Partners Investment Advisory first reported a position in SUM in Q3 2018 and held it in 19 quarters. The position peaked at $1.52M in Q4 2021. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • Steward Partners Investment Advisory reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 13,250 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $670K.
  • Steward Partners Investment Advisory first reported a position in Summit Materials, Inc. Class A Common Stock in Q3 2018 and held it in 19 quarters.
  • Steward Partners Investment Advisory's Summit Materials, Inc. Class A Common Stock position peaked at $1.52M in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2025, filed 13 May 2025.