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

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UBS Group
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Morgan Stanley
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VNA
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BWM
Bernard Wealth Management Royal Oak, Michigan $271M AUM 35.05% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return