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
Q2 		$215K Buy
57,760
+14,485
+33% +$67.9K ﹤0.01% 1493
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

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Summit Financial's TAOX Position: Q2 2026 in Review

Summit Financial increased its Tao Synergies Inc (TAOX) stake by 33% in Q2 2026, buying an estimated $67.9K and bringing the position to 57,760 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #1493.

Summit Financial first reported a position in TAOX in Q3 2025 and has held it in 4 quarters since. The position peaked at $246K in Q1 2026. 29 funds tracked by Wall St. Rank hold TAOX as of Q2 2026.

  • Summit Financial held 57,760 shares of Tao Synergies Inc worth $215K as of Q2 2026.
  • Summit Financial bought 14,485 Tao Synergies Inc shares in Q2 2026, an estimated $67.9K.
  • Tao Synergies Inc made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1493 holding.
  • Summit Financial first reported a position in Tao Synergies Inc in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's Tao Synergies Inc position peaked at $246K in Q1 2026.
  • 29 funds tracked by Wall St. Rank held Tao Synergies Inc as of Q2 2026.

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