Summit Securities Group
SFIX icon

Summit Securities Group’s Stitch Fix SFIX Stock Holding History

Summit Securities Group’s Portfolio SFIX Stock Details SFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-50
Closed -$294K – 840
2021
Q1 		$294K Sell
50
-150
-75% -$10.6K 0.03% 450
2020
Q4 		$1.17M Buy
200
+50
+33% +$2.14K 0.1% 213
2020
Q3 		$407K Hold
150
– – 0.04% 243
2020
Q2 		$374K Buy
+150
New +$2.96K 0.05% 284

Other funds holding SFIX

Working Capital Advisors (UK)
Working Capital Advisors (UK) London, United Kingdom $39.3M AUM 26.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Quinn Opportunity Partners
Quinn Opportunity Partners Charlottesville, Virginia $1.85B AUM 1.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

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

Summit Securities Group opened a new position in Stitch Fix (SFIX) in Q3 2026: 4,320 shares worth $11.1K. The stake represents ﹤0.01% of the portfolio and ranks #789 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in SFIX as recently as Q3 2025.

Summit Securities Group first reported a position in SFIX in Q4 2020 and has held it in 4 quarters since. The position peaked at $211K in Q4 2020. 83 funds tracked by Wall St. Rank hold SFIX as of Q3 2026.

  • Summit Securities Group held 4,320 shares of Stitch Fix worth $11.1K as of Q3 2026.
  • Stitch Fix was a new Summit Securities Group position in Q3 2026.
  • Stitch Fix made up ﹤0.01% of Summit Securities Group's portfolio in Q3 2026, its #789 holding.
  • Summit Securities Group first reported a position in Stitch Fix in Q4 2020 and has held it in 4 quarters since.
  • Summit Securities Group's Stitch Fix position peaked at $211K in Q4 2020.
  • 83 funds tracked by Wall St. Rank held Stitch Fix as of Q3 2026.

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