Summit Securities Group
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Summit Securities Group’s Neogen NEOG Stock Holding History

Summit Securities Group’s Portfolio NEOG Stock Details NEOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$16K Buy
+1,247
New +$14.1K ﹤0.01% 730
2025
Q4 		– Sell
-1,218
Closed -$6.96K – 1169
2025
Q3 		$6.96K Buy
+1,218
New +$6.5K ﹤0.01% 902

Other funds holding NEOG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
SG Capital Management
SG Capital Management Chicago, Illinois $1.42B AUM 34.84% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Decker Retirement Planning
Decker Retirement Planning Levi, Utah $302M AUM 70.25% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Perkins Capital Management
Perkins Capital Management Wayzata, Minnesota $140M AUM 109.55% 1-Year Est. Return

Summit Securities Group's NEOG Position: Q3 2026 in Review

Summit Securities Group opened a new position in Neogen (NEOG) in Q3 2026: 1,247 shares worth $16K. The stake represents ﹤0.01% of the portfolio and ranks #730 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in NEOG as recently as Q3 2025.

Summit Securities Group first reported a position in NEOG in Q3 2025 and has held it in 2 quarters since. 137 funds tracked by Wall St. Rank hold NEOG as of Q3 2026.

  • Summit Securities Group held 1,247 shares of Neogen worth $16K as of Q3 2026.
  • Neogen was a new Summit Securities Group position in Q3 2026.
  • Neogen made up ﹤0.01% of Summit Securities Group's portfolio in Q3 2026, its #730 holding.
  • Summit Securities Group first reported a position in Neogen in Q3 2025 and has held it in 2 quarters since.
  • 137 funds tracked by Wall St. Rank held Neogen as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.