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Summit Financial’s The Beachbody Company BODI Stock Holding History

Summit Financial’s Portfolio BODI Stock Details BODI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-16,954
Closed -$69.8K – 1269
2025
Q2 		$69.8K Buy
+16,954
New +$72.4K ﹤0.01% 808
2025
Q1 		– Sell
-16,954
Closed -$104K – 740
2024
Q4 		$104K Buy
+16,954
New +$109K ﹤0.01% 629

Other funds holding BODI

RC
Raine Capital New York $14.1M AUM 33.16% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MA
MSA Advisors Santa Monica, California $333M AUM 8.79% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
CCA
Cruiser Capital Advisors Stamford, Connecticut $257M AUM 65.27% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

Summit Financial's BODI Position: Q3 2025 in Review

Summit Financial sold out of The Beachbody Company (BODI) in Q3 2025, closing a stake of 16,954 shares — an estimated $69.8K sold.

Summit Financial first reported a position in BODI in Q4 2024 and held it in 2 quarters. The position peaked at $104K in Q4 2024. 43 funds tracked by Wall St. Rank hold BODI as of Q3 2025.

  • Summit Financial reported no remaining The Beachbody Company position as of Q3 2025 after selling out during the quarter.
  • Summit Financial sold 16,954 The Beachbody Company shares in Q3 2025, an estimated $69.8K.
  • Summit Financial first reported a position in The Beachbody Company in Q4 2024 and held it in 2 quarters.
  • Summit Financial's The Beachbody Company position peaked at $104K in Q4 2024.
  • 43 funds tracked by Wall St. Rank held The Beachbody Company as of Q3 2025.

Based on Summit Financial's 13F filing for Q3 2025, filed 14 Nov 2025.