Summit Securities Group
DAN icon

Summit Securities Group’s Dana Inc DAN Stock Holding History

Summit Securities Group’s Portfolio DAN Stock Details DAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$136K Buy
+4,976
New +$143K 0.01% 387
2023
Q1 		– Sell
-3,947
Closed -$60K – 904
2022
Q4 		$60K Buy
+3,947
New +$61.2K ﹤0.01% 679
2022
Q3 		– Sell
-2,000
Closed -$28K – 974
2022
Q2 		$28K Hold
2,000
– – ﹤0.01% 693
2022
Q1 		$35K Buy
+2,000
New +$40.9K ﹤0.01% 652

Other funds holding DAN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nykredit A/S
Nykredit A/S Nordhavn, Denmark $27.5B AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

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

Summit Securities Group opened a new position in Dana Inc (DAN) in Q3 2026: 4,976 shares worth $136K. The stake represents 0.01% of the portfolio and ranks #387 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in DAN as recently as Q4 2022.

Summit Securities Group first reported a position in DAN in Q1 2022 and has held it in 4 quarters since. 201 funds tracked by Wall St. Rank hold DAN as of Q3 2026.

  • Summit Securities Group held 4,976 shares of Dana Inc worth $136K as of Q3 2026.
  • Dana Inc was a new Summit Securities Group position in Q3 2026.
  • Dana Inc made up 0.01% of Summit Securities Group's portfolio in Q3 2026, its #387 holding.
  • Summit Securities Group first reported a position in Dana Inc in Q1 2022 and has held it in 4 quarters since.
  • 201 funds tracked by Wall St. Rank held Dana Inc as of Q3 2026.

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