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 Q2	–	Sell	-600	Closed	-$5K	–	1155
2025 Q1	$5K	Sell	600 -12,000	-95%	-$135K	﹤0.01%	605
2024 Q4	$142K	Buy	+12,600	New	+$127K	0.03%	206

Other funds holding DLO

General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cria Inc New York $138M AUM

RMC

Ribbit Management Company Palo Alto, California $1.68B AUM 40.61% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

PIM

Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return

ACGDR

Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $714M AUM 35.97% 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. 151 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.
151 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.