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Summit Financial’s CalciMedica CALC Stock Holding History

Summit Financial’s Portfolio CALC Stock Details CALC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-7,097
Closed -$234K – 1409
2025
Q4 		$234K Buy
7,097
+2,079
+41% +$40.6K ﹤0.01% 1177
2025
Q3 		$77.3K Buy
+5,018
New +$72.2K ﹤0.01% 1225

Other funds holding CALC

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SFFS
Stonehage Fleming Financial Services St. Helier, Jersey $2.93B AUM 16.26% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Summit Financial's CALC Position: Q1 2026 in Review

Summit Financial sold out of CalciMedica (CALC) in Q1 2026, closing a stake of 7,097 shares — an estimated $234K sold.

Summit Financial first reported a position in CALC in Q3 2025 and held it in 2 quarters. The position peaked at $234K in Q4 2025. 27 funds tracked by Wall St. Rank hold CALC as of Q1 2026.

  • Summit Financial reported no remaining CalciMedica position as of Q1 2026 after selling out during the quarter.
  • Summit Financial sold 7,097 CalciMedica shares in Q1 2026, an estimated $234K.
  • Summit Financial first reported a position in CalciMedica in Q3 2025 and held it in 2 quarters.
  • Summit Financial's CalciMedica position peaked at $234K in Q4 2025.
  • 27 funds tracked by Wall St. Rank held CalciMedica as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.