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Summit Securities Group’s Lindblad Expeditions LIND Stock Holding History

Summit Securities Group’s Portfolio LIND Stock Details LIND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,883
Closed -$17.5K – 1270
2025
Q1 		$17.5K Buy
+1,883
New +$21.5K ﹤0.01% 484

Other funds holding LIND

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACMC
Anchor Capital Management Company Raleigh, North Carolina $92.7M AUM 19.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Summit Securities Group sold out of Lindblad Expeditions (LIND) in Q2 2025, closing a stake of 1,883 shares — an estimated $17.5K sold.

Summit Securities Group first reported a position in LIND in Q1 2025 and held it in 1 quarter. The position peaked at $17.5K in Q1 2025. 164 funds tracked by Wall St. Rank hold LIND as of Q2 2025.

  • Summit Securities Group reported no remaining Lindblad Expeditions position as of Q2 2025 after selling out during the quarter.
  • Summit Securities Group sold 1,883 Lindblad Expeditions shares in Q2 2025, an estimated $17.5K.
  • Summit Securities Group first reported a position in Lindblad Expeditions in Q1 2025 and held it in 1 quarter.
  • Summit Securities Group's Lindblad Expeditions position peaked at $17.5K in Q1 2025.
  • 164 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q2 2025.

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