Summit Financial’s XTI Aerospace XTIA Stock Holding History

Summit Financial’s Portfolio XTIA Stock Details XTIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-11,008	Closed	-$16.2K	–	1333
2025 Q3	$16.2K	Buy	+11,008	New	+$20.5K	﹤0.01%	1236

Other funds holding XTIA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

CFG

Citizens Financial Group Providence, Rhode Island $7.19B AUM 23.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Summit Financial's XTIA Position: Q4 2025 in Review

Summit Financial sold out of XTI Aerospace (XTIA) in Q4 2025, closing a stake of 11,008 shares — an estimated $16.2K sold.

Summit Financial first reported a position in XTIA in Q3 2025 and held it in 1 quarter. The position peaked at $16.2K in Q3 2025. 44 funds tracked by Wall St. Rank hold XTIA as of Q4 2025.

Summit Financial reported no remaining XTI Aerospace position as of Q4 2025 after selling out during the quarter.
Summit Financial sold 11,008 XTI Aerospace shares in Q4 2025, an estimated $16.2K.
Summit Financial first reported a position in XTI Aerospace in Q3 2025 and held it in 1 quarter.
Summit Financial's XTI Aerospace position peaked at $16.2K in Q3 2025.
44 funds tracked by Wall St. Rank held XTI Aerospace as of Q4 2025.

Based on Summit Financial's 13F filing for Q4 2025, filed 13 Feb 2026.