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Summit Securities Group’s Core Scientific CORZ Stock Holding History

Summit Securities Group’s Portfolio CORZ Stock Details CORZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-75,000
Closed -$1.09M – 1101
2025
Q4 		$1.09M Buy
75,000
+40,000
+114% +$697K 0.14% 123
2025
Q3 		$628K Buy
35,000
+19,500
+126% +$286K 0.13% 150
2025
Q2 		$265K Buy
15,500
+10,500
+210% +$105K 0.05% 201
2025
Q1 		$36.2K Sell
5,000
-15,000
-75% -$171K 0.01% 374
2024
Q4 		$281K Buy
+20,000
New +$295K 0.06% 168
2024
Q3 		– Sell
-500
Closed -$5.18K – 628
2024
Q2 		$5K Buy
+500
New +$2.55K ﹤0.01% 488

Other funds holding CORZ

SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
TSC
Two Seas Capital Rye, New York $5.05B AUM 164.99% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
CC
Clearline Capital New York $1.68B AUM 53.07% 1-Year Est. Return

Summit Securities Group's CORZ Position: Q1 2026 in Review

Summit Securities Group sold out of Core Scientific (CORZ) in Q1 2026, closing a stake of 75,000 shares — an estimated $1.09M sold.

Summit Securities Group first reported a position in CORZ in Q2 2024 and held it in 6 quarters. The position peaked at $1.09M in Q4 2025. 387 funds tracked by Wall St. Rank hold CORZ as of Q1 2026.

  • Summit Securities Group reported no remaining Core Scientific position as of Q1 2026 after selling out during the quarter.
  • Summit Securities Group sold 75,000 Core Scientific shares in Q1 2026, an estimated $1.09M.
  • Summit Securities Group first reported a position in Core Scientific in Q2 2024 and held it in 6 quarters.
  • Summit Securities Group's Core Scientific position peaked at $1.09M in Q4 2025.
  • 387 funds tracked by Wall St. Rank held Core Scientific as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.