SSG
REFI

Summit Securities Group’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

Summit Securities Group’s Portfolio REFI Stock Details REFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-633
Closed -$7.17K – 1343
2026
Q1 		$7.17K Buy
+633
New +$7.71K ﹤0.01% 732

Other funds holding REFI

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FCG
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
CF
CDC Financial Chicago, Illinois $239M AUM
CP
Clayton Partners Berkeley, California $152M AUM 42.38% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Summit Securities Group's REFI Position: Q2 2026 in Review

Summit Securities Group sold out of Chicago Atlantic Real Estate Finance (REFI) in Q2 2026, closing a stake of 633 shares — an estimated $7.17K sold.

Summit Securities Group first reported a position in REFI in Q1 2026 and held it in 1 quarter. The position peaked at $7.17K in Q1 2026. 101 funds tracked by Wall St. Rank hold REFI as of Q2 2026.

  • Summit Securities Group reported no remaining Chicago Atlantic Real Estate Finance position as of Q2 2026 after selling out during the quarter.
  • Summit Securities Group sold 633 Chicago Atlantic Real Estate Finance shares in Q2 2026, an estimated $7.17K.
  • Summit Securities Group first reported a position in Chicago Atlantic Real Estate Finance in Q1 2026 and held it in 1 quarter.
  • Summit Securities Group's Chicago Atlantic Real Estate Finance position peaked at $7.17K in Q1 2026.
  • 101 funds tracked by Wall St. Rank held Chicago Atlantic Real Estate Finance as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.