Summit Securities Group’s Piedmont Lithium PLL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-46	Closed	-$290	–	1346
2025 Q1	$290	Buy	+46	New	+$368	﹤0.01%	731

Other funds holding PLL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Summit Securities Group sold out of Piedmont Lithium (PLL) in Q2 2025, closing a stake of 46 shares — an estimated $290 sold.

Summit Securities Group first reported a position in PLL in Q1 2025 and held it in 1 quarter. The position peaked at $290 in Q1 2025. 87 funds tracked by Wall St. Rank hold PLL as of Q2 2025.

Summit Securities Group reported no remaining Piedmont Lithium position as of Q2 2025 after selling out during the quarter.
Summit Securities Group sold 46 Piedmont Lithium shares in Q2 2025, an estimated $290.
Summit Securities Group first reported a position in Piedmont Lithium in Q1 2025 and held it in 1 quarter.
Summit Securities Group's Piedmont Lithium position peaked at $290 in Q1 2025.
87 funds tracked by Wall St. Rank held Piedmont Lithium as of Q2 2025.

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