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Summit Financial Strategies’s QCR Holdings QCRH Stock Holding History

Summit Financial Strategies’s Portfolio QCRH Stock Details QCRH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,987
Closed -$241K – 156
2024
Q4 		$241K Sell
2,987
-410
-12% -$34.5K 0.03% 126
2024
Q3 		$251K Sell
3,397
-217
-6% -$15.4K 0.03% 124
2024
Q2 		$217K Hold
3,614
– – 0.03% 131
2024
Q1 		$220K Hold
3,614
– – 0.03% 130
2023
Q4 		$211K Buy
+3,614
New +$187K 0.03% 134
2022
Q2 		– Sell
-3,614
Closed -$205K – 127
2022
Q1 		$205K Sell
3,614
-179
-5% -$10.2K 0.04% 114
2021
Q4 		$212K Buy
+3,793
New +$209K 0.04% 118

Other funds holding QCRH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Summit Financial Strategies's QCRH Position: Q1 2025 in Review

Summit Financial Strategies sold out of QCR Holdings (QCRH) in Q1 2025, closing a stake of 2,987 shares — an estimated $241K sold.

Summit Financial Strategies first reported a position in QCRH in Q4 2021 and held it in 7 quarters. The position peaked at $251K in Q3 2024. 198 funds tracked by Wall St. Rank hold QCRH as of Q1 2025.

  • Summit Financial Strategies reported no remaining QCR Holdings position as of Q1 2025 after selling out during the quarter.
  • Summit Financial Strategies sold 2,987 QCR Holdings shares in Q1 2025, an estimated $241K.
  • Summit Financial Strategies first reported a position in QCR Holdings in Q4 2021 and held it in 7 quarters.
  • Summit Financial Strategies's QCR Holdings position peaked at $251K in Q3 2024.
  • 198 funds tracked by Wall St. Rank held QCR Holdings as of Q1 2025.

Based on Summit Financial Strategies's 13F filing for Q1 2025, filed 12 May 2025.