SSG
ML

Summit Securities Group’s MoneyLion Inc. ML Stock Holding History

Summit Securities Group’s Portfolio ML Stock Details ML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-11,006
Closed -$952K – 1506
2025
Q1 		$952K Buy
+11,006
New +$956K 0.15% 70

Other funds holding ML

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

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

Summit Securities Group sold out of MoneyLion Inc. (ML) in Q2 2025, closing a stake of 11,006 shares — an estimated $952K sold.

Summit Securities Group first reported a position in ML in Q1 2025 and held it in 1 quarter. The position peaked at $952K in Q1 2025. 1 fund tracked by Wall St. Rank holds ML as of Q2 2025.

  • Summit Securities Group reported no remaining MoneyLion Inc. position as of Q2 2025 after selling out during the quarter.
  • Summit Securities Group sold 11,006 MoneyLion Inc. shares in Q2 2025, an estimated $952K.
  • Summit Securities Group first reported a position in MoneyLion Inc. in Q1 2025 and held it in 1 quarter.
  • Summit Securities Group's MoneyLion Inc. position peaked at $952K in Q1 2025.
  • 1 fund tracked by Wall St. Rank held MoneyLion Inc. as of Q2 2025.

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