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Summit Financial Strategies’s 5E Advanced Materials FEAM Stock Holding History

Summit Financial Strategies’s Portfolio FEAM Stock Details FEAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.2K Hold
12,286
– – ﹤0.01% 166
2025
Q4 		$37.5K Buy
+12,286
New +$54K ﹤0.01% 162
2025
Q1 		– Sell
-1,925
Closed -$28.3K – 153
2024
Q4 		$28.3K Hold
1,925
– – ﹤0.01% 147
2024
Q3 		$23.9K Hold
1,925
– – ﹤0.01% 148
2024
Q2 		$53.6K Sell
1,925
-466
-19% -$14.6K 0.01% 145
2024
Q1 		$73.7K Buy
+2,391
New +$75K 0.01% 148

Other funds holding FEAM

BEP
Bluescape Energy Partners Dallas, Texas $322M AUM 18.33% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
AC
Aristides Capital Louisville, Kentucky $462M AUM 28.94% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PCM
Potomac Capital Management New York $115M AUM
BL
Bleichroeder LP New York $579M AUM 94.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
HWM
Hohimer Wealth Management Seattle, Washington $847M AUM 29.89% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Summit Financial Strategies's FEAM Position: Q1 2026 in Review

Summit Financial Strategies held its 5E Advanced Materials (FEAM) position steady in Q1 2026 at 12,286 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #166.

Summit Financial Strategies first reported a position in FEAM in Q1 2024 and has held it in 6 quarters since. The position peaked at $73.7K in Q1 2024. 39 funds tracked by Wall St. Rank hold FEAM as of Q1 2026.

  • Summit Financial Strategies held 12,286 shares of 5E Advanced Materials worth $17.2K as of Q1 2026.
  • Summit Financial Strategies left its 5E Advanced Materials share count unchanged in Q1 2026.
  • 5E Advanced Materials made up ﹤0.01% of Summit Financial Strategies's portfolio in Q1 2026, its #166 holding.
  • Summit Financial Strategies first reported a position in 5E Advanced Materials in Q1 2024 and has held it in 6 quarters since.
  • Summit Financial Strategies's 5E Advanced Materials position peaked at $73.7K in Q1 2024.
  • 39 funds tracked by Wall St. Rank held 5E Advanced Materials as of Q1 2026.

Based on Summit Financial Strategies's 13F filing for Q1 2026, filed 1 May 2026.