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Summit Financial Strategies’s Starwood Property Trust STWD Stock Holding History

Summit Financial Strategies’s Portfolio STWD Stock Details STWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$145K Hold
10,718
– – 0.01% 159
2026
Q2 		$176K Hold
10,718
– – 0.01% 166
2026
Q1 		$185K Hold
10,718
– – 0.01% 161
2025
Q4 		$193K Hold
10,718
– – 0.02% 158
2025
Q3 		$208K Sell
10,718
-185
-2% -$3.73K 0.02% 146
2025
Q2 		$219K Hold
10,903
– – 0.02% 136
2025
Q1 		$216K Hold
10,903
– – 0.02% 135
2024
Q4 		$207K Hold
10,903
– – 0.02% 135
2024
Q3 		$222K Buy
10,903
+180
+2% +$3.59K 0.03% 134
2024
Q2 		$203K Hold
10,723
– – 0.03% 140
2024
Q1 		$218K Buy
10,723
+5
+0% +$101 0.03% 131
2023
Q4 		$225K Hold
10,718
– – 0.03% 129
2023
Q3 		$207K Hold
10,718
– – 0.04% 121
2023
Q2 		$208K Hold
10,718
– – 0.04% 120
2023
Q1 		$190K Hold
10,718
– – 0.04% 118
2022
Q4 		$196K Hold
10,718
– – 0.04% 116
2022
Q3 		$195K Hold
10,718
– – 0.05% 112
2022
Q2 		$224K Hold
10,718
– – 0.05% 107
2022
Q1 		$259K Hold
10,718
– – 0.05% 93
2021
Q4 		$260K Hold
10,718
– – 0.05% 102
2021
Q3 		$262K Hold
10,718
– – 0.05% 100
2021
Q2 		$280K Buy
+10,718
New +$273K 0.06% 96

Other funds holding STWD

CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.02B AUM 27.47% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
EGA
E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return

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

Summit Financial Strategies held its Starwood Property Trust (STWD) position steady in Q3 2026 at 10,718 shares worth $145K. The position accounts for 0.01% of the portfolio, ranked #159.

Summit Financial Strategies first reported a position in STWD in Q2 2021 and has held it in 22 quarters since. The position peaked at $280K in Q2 2021. 35 funds tracked by Wall St. Rank hold STWD as of Q3 2026.

  • Summit Financial Strategies held 10,718 shares of Starwood Property Trust worth $145K as of Q3 2026.
  • Summit Financial Strategies left its Starwood Property Trust share count unchanged in Q3 2026.
  • Starwood Property Trust made up 0.01% of Summit Financial Strategies's portfolio in Q3 2026, its #159 holding.
  • Summit Financial Strategies first reported a position in Starwood Property Trust in Q2 2021 and has held it in 22 quarters since.
  • Summit Financial Strategies's Starwood Property Trust position peaked at $280K in Q2 2021.
  • 35 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2026.

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