Summit Securities Group
DV icon

Summit Securities Group’s DoubleVerify DV Stock Holding History

Summit Securities Group’s Portfolio DV Stock Details DV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$10.8K Buy
+800
New +$10.1K ﹤0.01% 792
2023
Q2 		– Sell
-1
Closed – – 934
2023
Q1 		$0 Sell
1
-2,568
-100% -$67.3K ﹤0.01% 925
2022
Q4 		$56K Buy
+2,569
New +$66.9K ﹤0.01% 697

Other funds holding DV

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Picton Mahoney Asset Management
Picton Mahoney Asset Management Toronto, Ontario, Canada $14.8B AUM 38.11% 1-Year Est. Return

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

Summit Securities Group opened a new position in DoubleVerify (DV) in Q3 2026: 800 shares worth $10.8K. The stake represents ﹤0.01% of the portfolio and ranks #792 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in DV as recently as Q1 2023.

Summit Securities Group first reported a position in DV in Q4 2022 and has held it in 3 quarters since. The position peaked at $56K in Q4 2022. 158 funds tracked by Wall St. Rank hold DV as of Q3 2026.

  • Summit Securities Group held 800 shares of DoubleVerify worth $10.8K as of Q3 2026.
  • DoubleVerify was a new Summit Securities Group position in Q3 2026.
  • DoubleVerify made up ﹤0.01% of Summit Securities Group's portfolio in Q3 2026, its #792 holding.
  • Summit Securities Group first reported a position in DoubleVerify in Q4 2022 and has held it in 3 quarters since.
  • Summit Securities Group's DoubleVerify position peaked at $56K in Q4 2022.
  • 158 funds tracked by Wall St. Rank held DoubleVerify as of Q3 2026.

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