Summit Securities Group’s dLocal DLO Stock Holding History

Summit Securities Group’s Portfolio DLO Stock Details DLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,244	Closed	-$32K	–	1069
2025 Q3	$32K	Buy	+2,244	New	+$28.5K	0.01%	665
2025 Q2	–	Sell	-716	Closed	-$5.97K	–	1156
2025 Q1	$5.97K	Buy	716 +377	+111%	+$4.25K	﹤0.01%	595
2024 Q4	$3.82K	Buy	+339	New	+$3.41K	﹤0.01%	526

Other funds holding DLO

General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cria Inc New York $124M AUM

RMC

Ribbit Management Company Palo Alto, California $2.05B AUM 4.29% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

PIM

Paradice Investment Management Denver, Colorado $627M AUM 43.41% 1-Year Est. Return

ACGDR

Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $832M AUM 5.47% 1-Year Est. Return

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

Summit Securities Group sold out of dLocal (DLO) in Q4 2025, closing a stake of 2,244 shares — an estimated $32K sold.

Summit Securities Group first reported a position in DLO in Q4 2024 and held it in 3 quarters. The position peaked at $32K in Q3 2025. 152 funds tracked by Wall St. Rank hold DLO as of Q4 2025.

Summit Securities Group reported no remaining dLocal position as of Q4 2025 after selling out during the quarter.
Summit Securities Group sold 2,244 dLocal shares in Q4 2025, an estimated $32K.
Summit Securities Group first reported a position in dLocal in Q4 2024 and held it in 3 quarters.
Summit Securities Group's dLocal position peaked at $32K in Q3 2025.
152 funds tracked by Wall St. Rank held dLocal as of Q4 2025.

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