SF
AL

Summit Financial’s Air Lease Corp AL Stock Holding History

Summit Financial’s Portfolio AL Stock Details AL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,742
Closed -$238K – 1286
2025
Q3 		$238K Sell
3,742
-567
-13% -$33.9K ﹤0.01% 1145
2025
Q2 		$253K Sell
4,309
-110
-2% -$5.72K 0.01% 728
2025
Q1 		$214K Buy
4,419
+5
+0.1% +$235 0.01% 685
2024
Q4 		$214K Buy
+4,414
New +$208K 0.01% 610

Other funds holding AL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Summit Financial's AL Position: Q4 2025 in Review

Summit Financial sold out of Air Lease Corp (AL) in Q4 2025, closing a stake of 3,742 shares — an estimated $238K sold.

Summit Financial first reported a position in AL in Q4 2024 and held it in 4 quarters. The position peaked at $253K in Q2 2025. 464 funds tracked by Wall St. Rank hold AL as of Q4 2025.

  • Summit Financial reported no remaining Air Lease Corp position as of Q4 2025 after selling out during the quarter.
  • Summit Financial sold 3,742 Air Lease Corp shares in Q4 2025, an estimated $238K.
  • Summit Financial first reported a position in Air Lease Corp in Q4 2024 and held it in 4 quarters.
  • Summit Financial's Air Lease Corp position peaked at $253K in Q2 2025.
  • 464 funds tracked by Wall St. Rank held Air Lease Corp as of Q4 2025.

Based on Summit Financial's 13F filing for Q4 2025, filed 13 Feb 2026.