SF
TAOX

Summit Financial’s Tao Synergies Inc TAOX Stock Holding History

Summit Financial’s Portfolio TAOX Stock Details TAOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$246K Buy
43,275
+11,800
+37% +$56.3K ﹤0.01% 1269
2025
Q4 		$116K Buy
31,475
+18,100
+135% +$124K ﹤0.01% 1263
2025
Q3 		$87.6K Buy
+13,375
New +$96.5K ﹤0.01% 1221

Other funds holding TAOX

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Summit Financial's TAOX Position: Q1 2026 in Review

Summit Financial increased its Tao Synergies Inc (TAOX) stake by 37% in Q1 2026, buying an estimated $56.3K and bringing the position to 43,275 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #1269.

Summit Financial first reported a position in TAOX in Q3 2025 and has held it in 3 quarters since. 25 funds tracked by Wall St. Rank hold TAOX as of Q1 2026.

  • Summit Financial held 43,275 shares of Tao Synergies Inc worth $246K as of Q1 2026.
  • Summit Financial bought 11,800 Tao Synergies Inc shares in Q1 2026, an estimated $56.3K.
  • Tao Synergies Inc made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1269 holding.
  • Summit Financial first reported a position in Tao Synergies Inc in Q3 2025 and has held it in 3 quarters since.
  • 25 funds tracked by Wall St. Rank held Tao Synergies Inc as of Q1 2026.

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