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Summit Financial’s Strive Inc ASST Stock Holding History

Summit Financial’s Portfolio ASST Stock Details ASST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.16M Buy
198,296
+119,034
+150% +$1.76M 0.02% 614
2026
Q1 		$794K Buy
79,262
+23,213
+41% +$289K 0.01% 856
2025
Q4 		$827K Buy
56,049
+55,354
+7,965% +$1.32M 0.01% 727
2025
Q3 		$34.8K Buy
+695
New +$66.1K ﹤0.01% 1233

Other funds holding ASST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Summit Financial's ASST Position: Q2 2026 in Review

Summit Financial increased its Strive Inc (ASST) stake by 150% in Q2 2026, buying an estimated $1.76M and bringing the position to 198,296 shares worth $2.16M. The position accounts for 0.02% of the portfolio, ranked #614.

Summit Financial first reported a position in ASST in Q3 2025 and has held it in 4 quarters since. 171 funds tracked by Wall St. Rank hold ASST as of Q2 2026.

  • Summit Financial held 198,296 shares of Strive Inc worth $2.16M as of Q2 2026.
  • Summit Financial bought 119,034 Strive Inc shares in Q2 2026, an estimated $1.76M.
  • Strive Inc made up 0.02% of Summit Financial's portfolio in Q2 2026, its #614 holding.
  • Summit Financial first reported a position in Strive Inc in Q3 2025 and has held it in 4 quarters since.
  • 171 funds tracked by Wall St. Rank held Strive Inc as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.