Summit Securities Group
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Summit Securities Group’s Axalta AXTA Stock Holding History

Summit Securities Group’s Portfolio AXTA Stock Details AXTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-90
Closed -$274K – 298
2019
Q4 		$274K Sell
90
-410
-82% -$12.1K 0.02% 360
2019
Q3 		$1.51M Buy
+500
New +$14.8K 0.13% 109

Other funds holding AXTA

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
AL
Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

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

Summit Securities Group opened a new position in Axalta (AXTA) in Q3 2026: 4,225 shares worth $136K. The stake represents 0.01% of the portfolio and ranks #389 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in AXTA as recently as Q4 2025.

Summit Securities Group first reported a position in AXTA in Q1 2022 and has held it in 4 quarters since. The position peaked at $241K in Q4 2022. 149 funds tracked by Wall St. Rank hold AXTA as of Q3 2026.

  • Summit Securities Group held 4,225 shares of Axalta worth $136K as of Q3 2026.
  • Axalta was a new Summit Securities Group position in Q3 2026.
  • Axalta made up 0.01% of Summit Securities Group's portfolio in Q3 2026, its #389 holding.
  • Summit Securities Group first reported a position in Axalta in Q1 2022 and has held it in 4 quarters since.
  • Summit Securities Group's Axalta position peaked at $241K in Q4 2022.
  • 149 funds tracked by Wall St. Rank held Axalta as of Q3 2026.

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