Summit Securities Group’s Advantage Solutions ADV Stock Holding History

Summit Securities Group’s Portfolio ADV Stock Details ADV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$9.7K	Buy	+374	New	+$13K	﹤0.01%	805

Other funds holding ADV

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

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return

Summit Securities Group's ADV Position: Q3 2026 in Review

Summit Securities Group opened a new position in Advantage Solutions (ADV) in Q3 2026: 374 shares worth $9.7K. The stake represents ﹤0.01% of the portfolio and ranks #805 among its holdings.

28 funds tracked by Wall St. Rank hold ADV as of Q3 2026.

Summit Securities Group held 374 shares of Advantage Solutions worth $9.7K as of Q3 2026.
Advantage Solutions was a new Summit Securities Group position in Q3 2026.
Advantage Solutions made up ﹤0.01% of Summit Securities Group's portfolio in Q3 2026, its #805 holding.
28 funds tracked by Wall St. Rank held Advantage Solutions as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.