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Summit Securities Group’s Blue Bird Corp BLBD Stock Holding History

Summit Securities Group’s Portfolio BLBD Stock Details BLBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-6
Closed -$345 – 1033
2025
Q3 		$345 Buy
+6
New +$313 ﹤0.01% 968
2025
Q2 		– Sell
-3,151
Closed -$102K – 1101
2025
Q1 		$102K Buy
+3,151
New +$115K 0.02% 231

Other funds holding BLBD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Summit Securities Group's BLBD Position: Q4 2025 in Review

Summit Securities Group sold out of Blue Bird Corp (BLBD) in Q4 2025, closing a stake of 6 shares — an estimated $345 sold.

Summit Securities Group first reported a position in BLBD in Q1 2025 and held it in 2 quarters. The position peaked at $102K in Q1 2025. 267 funds tracked by Wall St. Rank hold BLBD as of Q4 2025.

  • Summit Securities Group reported no remaining Blue Bird Corp position as of Q4 2025 after selling out during the quarter.
  • Summit Securities Group sold 6 Blue Bird Corp shares in Q4 2025, an estimated $345.
  • Summit Securities Group first reported a position in Blue Bird Corp in Q1 2025 and held it in 2 quarters.
  • Summit Securities Group's Blue Bird Corp position peaked at $102K in Q1 2025.
  • 267 funds tracked by Wall St. Rank held Blue Bird Corp as of Q4 2025.

Based on Summit Securities Group's 13F filing for Q4 2025, filed 17 Feb 2026.