Summit Securities Group’s Informatica INFA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-200	Closed	-$4.97K	–	1121
2025 Q3	$4.97K	Buy	+200	New	+$4.93K	﹤0.01%	924
2024 Q4	–	Sell	-1,000	Closed	-$25K	–	764
2024 Q3	$25K	Sell	1,000 -500	-33%	-$12.7K	0.01%	313
2024 Q2	$46K	Buy	+1,500	New	+$47.2K	0.01%	307

Other funds holding INFA

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Summit Securities Group sold out of Informatica (INFA) in Q4 2025, closing a stake of 200 shares — an estimated $4.97K sold.

Summit Securities Group first reported a position in INFA in Q2 2024 and held it in 3 quarters. The position peaked at $46K in Q2 2024. 1 fund tracked by Wall St. Rank holds INFA as of Q4 2025.

Summit Securities Group reported no remaining Informatica position as of Q4 2025 after selling out during the quarter.
Summit Securities Group sold 200 Informatica shares in Q4 2025, an estimated $4.97K.
Summit Securities Group first reported a position in Informatica in Q2 2024 and held it in 3 quarters.
Summit Securities Group's Informatica position peaked at $46K in Q2 2024.
1 fund tracked by Wall St. Rank held Informatica as of Q4 2025.

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