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Summit Financial Strategies’s Stellantis STLA Stock Holding History

Summit Financial Strategies’s Portfolio STLA Stock Details STLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-11,717
Closed -$67.3K – 176
2026
Q2 		$67.3K Sell
11,717
-16
-0.1% -$118 ﹤0.01% 167
2026
Q1 		$83.2K Buy
+11,733
New +$98.3K 0.01% 163

Other funds holding STLA

Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.02B AUM 27.47% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

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

Summit Financial Strategies sold out of Stellantis (STLA) in Q3 2026, closing a stake of 11,717 shares — an estimated $67.3K sold.

Summit Financial Strategies first reported a position in STLA in Q1 2026 and held it in 2 quarters. The position peaked at $83.2K in Q1 2026. 22 funds tracked by Wall St. Rank hold STLA as of Q3 2026.

  • Summit Financial Strategies reported no remaining Stellantis position as of Q3 2026 after selling out during the quarter.
  • Summit Financial Strategies sold 11,717 Stellantis shares in Q3 2026, an estimated $67.3K.
  • Summit Financial Strategies first reported a position in Stellantis in Q1 2026 and held it in 2 quarters.
  • Summit Financial Strategies's Stellantis position peaked at $83.2K in Q1 2026.
  • 22 funds tracked by Wall St. Rank held Stellantis as of Q3 2026.

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