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Summit Financial Wealth Advisors’s Aurora AUR Stock Holding History

Summit Financial Wealth Advisors’s Portfolio AUR Stock Details AUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$192K Buy
28,154
+16,000
+132% +$97.9K 0.02% 220
2026
Q1 		$50.1K Buy
12,154
+154
+1% +$681 0.01% 193
2025
Q4 		$46.1K Buy
+12,000
New +$54.9K 0.01% 194

Other funds holding AUR

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
FI
Finivi Inc Westborough, Massachusetts $195M AUM 34.2% 1-Year Est. Return
FPFC
Financial Planning Fort Collins Fort Collins, Colorado $132M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Summit Financial Wealth Advisors's AUR Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Aurora (AUR) stake by 132% in Q2 2026, buying an estimated $97.9K and bringing the position to 28,154 shares worth $192K. The position accounts for 0.02% of the portfolio, ranked #220.

Summit Financial Wealth Advisors first reported a position in AUR in Q4 2025 and has held it in 3 quarters since. 38 funds tracked by Wall St. Rank hold AUR as of Q2 2026.

  • Summit Financial Wealth Advisors held 28,154 shares of Aurora worth $192K as of Q2 2026.
  • Summit Financial Wealth Advisors bought 16,000 Aurora shares in Q2 2026, an estimated $97.9K.
  • Aurora made up 0.02% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #220 holding.
  • Summit Financial Wealth Advisors first reported a position in Aurora in Q4 2025 and has held it in 3 quarters since.
  • 38 funds tracked by Wall St. Rank held Aurora as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.