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Summit Securities Group’s Greene County Bancorp GCBC Stock Holding History

Summit Securities Group’s Portfolio GCBC Stock Details GCBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,500
Closed -$33.3K – 1142
2025
Q2 		$33.3K Buy
+1,500
New +$33.3K 0.01% 601

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AOCA
Angel Oak Capital Advisors Atlanta, Georgia $90M AUM 4.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Summit Securities Group's GCBC Position: Q3 2025 in Review

Summit Securities Group sold out of Greene County Bancorp (GCBC) in Q3 2025, closing a stake of 1,500 shares — an estimated $33.3K sold.

Summit Securities Group first reported a position in GCBC in Q2 2025 and held it in 1 quarter. The position peaked at $33.3K in Q2 2025. 69 funds tracked by Wall St. Rank hold GCBC as of Q3 2025.

  • Summit Securities Group reported no remaining Greene County Bancorp position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 1,500 Greene County Bancorp shares in Q3 2025, an estimated $33.3K.
  • Summit Securities Group first reported a position in Greene County Bancorp in Q2 2025 and held it in 1 quarter.
  • Summit Securities Group's Greene County Bancorp position peaked at $33.3K in Q2 2025.
  • 69 funds tracked by Wall St. Rank held Greene County Bancorp as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.