SF
FBIO icon

Summit Financial’s Fortress Biotech FBIO Stock Holding History

Summit Financial’s Portfolio FBIO Stock Details FBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-20,659
Closed -$57.6K – 1593
2026
Q1 		$57.6K Sell
20,659
-419,269
-95% -$1.42M ﹤0.01% 1390
2025
Q4 		$1.61M Sell
439,928
-4,820
-1% -$13.7K 0.02% 537
2025
Q3 		$1.65M Sell
444,748
-571,096
-56% -$1.44M 0.03% 522
2025
Q2 		$1.89M Buy
+1,015,844
New +$1.76M 0.04% 300

Other funds holding FBIO

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
OM
Opaleye Management Boston, Massachusetts $1.1B AUM 197.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
SAM
Shikiar Asset Management New York $396M AUM 41.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Summit Financial's FBIO Position: Q2 2026 in Review

Summit Financial sold out of Fortress Biotech (FBIO) in Q2 2026, closing a stake of 20,659 shares — an estimated $57.6K sold.

Summit Financial first reported a position in FBIO in Q2 2025 and held it in 4 quarters. The position peaked at $1.89M in Q2 2025. 55 funds tracked by Wall St. Rank hold FBIO as of Q2 2026.

  • Summit Financial reported no remaining Fortress Biotech position as of Q2 2026 after selling out during the quarter.
  • Summit Financial sold 20,659 Fortress Biotech shares in Q2 2026, an estimated $57.6K.
  • Summit Financial first reported a position in Fortress Biotech in Q2 2025 and held it in 4 quarters.
  • Summit Financial's Fortress Biotech position peaked at $1.89M in Q2 2025.
  • 55 funds tracked by Wall St. Rank held Fortress Biotech as of Q2 2026.

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