SSG
CHAI

Summit Securities Group’s Core AI Holdings Inc CHAI Stock Holding History

Summit Securities Group’s Portfolio CHAI Stock Details CHAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Hold
0
– -$2 – 1422
2025
Q1 		– Hold
0
– – – 757

Other funds holding CHAI

XT
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Bank of Montreal
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BWM
Bernard Wealth Management Royal Oak, Michigan $234M AUM 27.82% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return