Summit Financial Strategies
FEAM icon

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
Q3 		$41.4K Hold
12,286
– – ﹤0.01% 161
2026
Q2 		$17.1K Hold
12,286
– – ﹤0.01% 171
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
T3 Companies
T3 Companies New York $103M AUM 54.73% 1-Year Est. Return
FNY Investment Advisers
FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return
Woodward Diversified Capital
Woodward Diversified Capital Bakersfield, California $254M AUM 31.53% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Summit Financial Strategies's FEAM Position: Q3 2026 in Review

Summit Financial Strategies held its 5E Advanced Materials (FEAM) position steady in Q3 2026 at 12,286 shares worth $41.4K. The position accounts for ﹤0.01% of the portfolio, ranked #161.

Summit Financial Strategies first reported a position in FEAM in Q1 2024 and has held it in 8 quarters since. The position peaked at $73.7K in Q1 2024. 8 funds tracked by Wall St. Rank hold FEAM as of Q3 2026.

  • Summit Financial Strategies held 12,286 shares of 5E Advanced Materials worth $41.4K as of Q3 2026.
  • Summit Financial Strategies left its 5E Advanced Materials share count unchanged in Q3 2026.
  • 5E Advanced Materials made up ﹤0.01% of Summit Financial Strategies's portfolio in Q3 2026, its #161 holding.
  • Summit Financial Strategies first reported a position in 5E Advanced Materials in Q1 2024 and has held it in 8 quarters since.
  • Summit Financial Strategies's 5E Advanced Materials position peaked at $73.7K in Q1 2024.
  • 8 funds tracked by Wall St. Rank held 5E Advanced Materials as of Q3 2026.

Based on Summit Financial Strategies's 13F filing for Q3 2026, filed 14 Oct 2026.