Summit Securities Group
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Summit Securities Group’s Baker Hughes BKR Stock Holding History

Summit Securities Group’s Portfolio BKR Stock Details BKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$84.1K Buy
+1,531
New +$91.3K 0.01% 472
2026
Q1 		– Sell
-2,969
Closed -$135K – 1065
2025
Q4 		$135K Buy
2,969
+1,007
+51% +$47.8K 0.02% 406
2025
Q3 		$95.6K Buy
+1,962
New +$86.6K 0.02% 402
2025
Q1 		– Sell
-157
Closed -$6.44K – 817
2024
Q4 		$6.44K Buy
+157
New +$6.33K ﹤0.01% 500
2024
Q3 		– Sell
-132
Closed -$5K – 593
2024
Q2 		$5K Buy
+132
New +$4.33K ﹤0.01% 487
2024
Q1 		– Sell
-81
Closed -$3K – 494
2023
Q4 		$3K Sell
81
-32
-28% -$1.09K ﹤0.01% 591
2023
Q3 		$4K Sell
113
-230
-67% -$8.14K ﹤0.01% 473
2023
Q2 		$11K Buy
+343
New +$10K ﹤0.01% 759
2022
Q4 		– Sell
-189
Closed -$4K – 1164
2022
Q3 		$4K Sell
189
-1,768
-90% -$44.3K ﹤0.01% 835
2022
Q2 		$56K Buy
1,957
+1,586
+427% +$53.6K 0.01% 524
2022
Q1 		$14K Buy
+371
New +$11.3K ﹤0.01% 775
2021
Q3 		– Sell
-10,752
Closed -$246K – 696
2021
Q2 		$246K Buy
+10,752
New +$248K 0.02% 594

Other funds holding BKR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

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

Summit Securities Group opened a new position in Baker Hughes (BKR) in Q3 2026: 1,531 shares worth $84.1K. The stake represents 0.01% of the portfolio and ranks #472 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in BKR as recently as Q4 2025.

Summit Securities Group first reported a position in BKR in Q2 2021 and has held it in 12 quarters since. The position peaked at $246K in Q2 2021. 629 funds tracked by Wall St. Rank hold BKR as of Q3 2026.

  • Summit Securities Group held 1,531 shares of Baker Hughes worth $84.1K as of Q3 2026.
  • Baker Hughes was a new Summit Securities Group position in Q3 2026.
  • Baker Hughes made up 0.01% of Summit Securities Group's portfolio in Q3 2026, its #472 holding.
  • Summit Securities Group first reported a position in Baker Hughes in Q2 2021 and has held it in 12 quarters since.
  • Summit Securities Group's Baker Hughes position peaked at $246K in Q2 2021.
  • 629 funds tracked by Wall St. Rank held Baker Hughes as of Q3 2026.

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