Summit Securities Group’s GCM Grosvenor GCMG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,334	Closed	-$17.6K	–	1199
2025 Q1	$17.6K	Buy	+1,334	New	+$17.8K	﹤0.01%	482

Other funds holding GCMG

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Summit Securities Group's GCMG Position: Q2 2025 in Review

Summit Securities Group sold out of GCM Grosvenor (GCMG) in Q2 2025, closing a stake of 1,334 shares — an estimated $17.6K sold.

Summit Securities Group first reported a position in GCMG in Q1 2025 and held it in 1 quarter. The position peaked at $17.6K in Q1 2025. 147 funds tracked by Wall St. Rank hold GCMG as of Q2 2025.

Summit Securities Group reported no remaining GCM Grosvenor position as of Q2 2025 after selling out during the quarter.
Summit Securities Group sold 1,334 GCM Grosvenor shares in Q2 2025, an estimated $17.6K.
Summit Securities Group first reported a position in GCM Grosvenor in Q1 2025 and held it in 1 quarter.
Summit Securities Group's GCM Grosvenor position peaked at $17.6K in Q1 2025.
147 funds tracked by Wall St. Rank held GCM Grosvenor as of Q2 2025.

Based on Summit Securities Group's 13F filing for Q2 2025, filed 12 Aug 2025.