Summit Global Investments’s Scansource SCSC Stock Holding History

Summit Global Investments’s Portfolio SCSC Stock Details SCSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.06M	Buy	18,039 +3,862	+27%	+$214K	0.05%	208
2026 Q2	$738K	Hold	14,177	–	–	0.04%	268
2026 Q1	$515K	Hold	14,177	–	–	0.03%	328
2025 Q4	$554K	Buy	14,177 +451	+3%	+$18.6K	0.03%	298
2025 Q3	$604K	Buy	+13,726	New	+$584K	0.04%	269
2024 Q1	–	Sell	-7,596	Closed	-$301K	–	590
2023 Q4	$301K	Buy	+7,596	New	+$255K	0.02%	429
2017 Q4	–	Sell	-12,600	Closed	-$550K	–	279
2017 Q3	$550K	Sell	12,600 -100	-0.8%	-$3.93K	0.09%	147
2017 Q2	$512K	Buy	+12,700	New	+$493K	0.15%	146

Other funds holding SCSC

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Dana Investment Advisors Waukesha, Wisconsin $3.69B AUM 30.1% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.3B AUM 33.78% 1-Year Est. Return

Summit Global Investments's SCSC Position: Q3 2026 in Review

Summit Global Investments increased its Scansource (SCSC) stake by 27% in Q3 2026, buying an estimated $214K and bringing the position to 18,039 shares worth $1.06M. The position accounts for 0.05% of the portfolio, ranked #208.

Summit Global Investments first reported a position in SCSC in Q2 2017 and has held it in 8 quarters since. 127 funds tracked by Wall St. Rank hold SCSC as of Q3 2026.

Summit Global Investments held 18,039 shares of Scansource worth $1.06M as of Q3 2026.
Summit Global Investments bought 3,862 Scansource shares in Q3 2026, an estimated $214K.
Scansource made up 0.05% of Summit Global Investments's portfolio in Q3 2026, its #208 holding.
Summit Global Investments first reported a position in Scansource in Q2 2017 and has held it in 8 quarters since.
127 funds tracked by Wall St. Rank held Scansource as of Q3 2026.

Based on Summit Global Investments's 13F filing for Q3 2026, filed 28 Oct 2026.