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Summit Securities Group’s Strive Inc ASST Stock Holding History

Summit Securities Group’s Portfolio ASST Stock Details ASST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-90
Closed -$4.5K – 1018
2025
Q3 		$4.5K Buy
+90
New +$8.55K ﹤0.01% 928

Other funds holding ASST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PC
ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ICP
Interchange Capital Partners Pittsburgh, Pennsylvania $317M AUM 12.76% 1-Year Est. Return

Summit Securities Group's ASST Position: Q1 2026 in Review

Summit Securities Group increased its Strive Inc (ASST) stake by 123% in Q1 2026, buying an estimated $32.4K and bringing the position to 4,733 shares worth $47.4K. The position accounts for 0.01% of the portfolio, ranked #403.

Summit Securities Group first reported a position in ASST in Q3 2025 and has held it in 3 quarters since. 138 funds tracked by Wall St. Rank hold ASST as of Q1 2026.

  • Summit Securities Group held 4,733 shares of Strive Inc worth $47.4K as of Q1 2026.
  • Summit Securities Group bought 2,608 Strive Inc shares in Q1 2026, an estimated $32.4K.
  • Strive Inc made up 0.01% of Summit Securities Group's portfolio in Q1 2026, its #403 holding.
  • Summit Securities Group first reported a position in Strive Inc in Q3 2025 and has held it in 3 quarters since.
  • 138 funds tracked by Wall St. Rank held Strive Inc as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.