SSG
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Summit Securities Group’s John B. Sanfilippo & Son JBSS Stock Holding History

Summit Securities Group’s Portfolio JBSS Stock Details JBSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-50
Closed -$394K – 774
2021
Q1 		$394K Buy
+50
New +$4.33K 0.04% 384

Other funds holding JBSS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Summit Securities Group sold out of John B. Sanfilippo & Son (JBSS) in Q3 2025, closing a stake of 719 shares — an estimated $45.5K sold.

Summit Securities Group first reported a position in JBSS in Q2 2025 and held it in 1 quarter. The position peaked at $45.5K in Q2 2025. 204 funds tracked by Wall St. Rank hold JBSS as of Q3 2025.

  • Summit Securities Group reported no remaining John B. Sanfilippo & Son position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 719 John B. Sanfilippo & Son shares in Q3 2025, an estimated $45.5K.
  • Summit Securities Group first reported a position in John B. Sanfilippo & Son in Q2 2025 and held it in 1 quarter.
  • Summit Securities Group's John B. Sanfilippo & Son position peaked at $45.5K in Q2 2025.
  • 204 funds tracked by Wall St. Rank held John B. Sanfilippo & Son as of Q3 2025.

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