Summit Financial’s Seabridge Gold SA Stock Holding History

Summit Financial’s Portfolio SA Stock Details SA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.11M	Sell	145,062 -14,990	-9%	-$478K	0.05%	366
2025 Q4	$4.74M	Hold	160,052	–	–	0.07%	282
2025 Q3	$3.87M	Buy	160,052 +52	+0%	+$900	0.06%	314
2025 Q2	$2.32M	Sell	160,000 -1,000	-0.6%	-$12.7K	0.05%	270
2025 Q1	$1.88M	Sell	161,000 -8,500	-5%	-$101K	0.05%	266
2024 Q4	$1.93M	Sell	169,500 -81,500	-32%	-$1.26M	0.07%	217
2024 Q3	$4.21M	Hold	251,000	–	–	0.17%	105
2024 Q2	$3.44M	Hold	251,000	–	–	0.16%	104
2024 Q1	$3.8M	Hold	251,000	–	–	0.22%	58
2023 Q4	$3.04M	Hold	251,000	–	–	0.2%	68
2023 Q3	$2.65M	Hold	251,000	–	–	0.2%	72
2023 Q2	$3.02M	Sell	251,000 -20,000	-7%	-$272K	0.22%	64
2023 Q1	$3.51M	Hold	271,000	–	–	0.31%	38
2022 Q4	$3.41M	Buy	271,000 +51,000	+23%	+$604K	0.32%	35
2022 Q3	$2.61M	Buy	+220,000	New	+$2.78M	0.25%	47

Other funds holding SA

Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.43B AUM 7.79% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return