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Summit Financial’s Trade Desk TTD Stock Holding History

Summit Financial’s Portfolio TTD Stock Details TTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-9,054
Closed -$205K – 1631
2026
Q1 		$205K Buy
9,054
+880
+11% +$25.4K ﹤0.01% 1339
2025
Q4 		$310K Sell
8,174
-1,239
-13% -$54.9K ﹤0.01% 1075
2025
Q3 		$461K Sell
9,413
-1,613
-15% -$102K 0.01% 908
2025
Q2 		$794K Sell
11,026
-714
-6% -$45.6K 0.02% 460
2025
Q1 		$642K Buy
11,740
+8,672
+283% +$785K 0.02% 454
2024
Q4 		$361K Buy
3,068
+1,017
+50% +$126K 0.01% 499
2024
Q3 		$225K Sell
2,051
-231
-10% -$23K 0.01% 501
2024
Q2 		$223K Buy
+2,282
New +$206K 0.01% 459

Other funds holding TTD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Summit Financial's TTD Position: Q2 2026 in Review

Summit Financial sold out of Trade Desk (TTD) in Q2 2026, closing a stake of 9,054 shares — an estimated $205K sold.

Summit Financial first reported a position in TTD in Q2 2024 and held it in 8 quarters. The position peaked at $794K in Q2 2025. 685 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

  • Summit Financial reported no remaining Trade Desk position as of Q2 2026 after selling out during the quarter.
  • Summit Financial sold 9,054 Trade Desk shares in Q2 2026, an estimated $205K.
  • Summit Financial first reported a position in Trade Desk in Q2 2024 and held it in 8 quarters.
  • Summit Financial's Trade Desk position peaked at $794K in Q2 2025.
  • 685 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

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