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Summit Securities Group’s Shake Shack SHAK Stock Holding History

Summit Securities Group’s Portfolio SHAK Stock Details SHAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,200
Closed -$87K – 1330
2021
Q4 		$87K Buy
+1,200
New +$91.3K ﹤0.01% 701
2021
Q1 		– Sell
-128
Closed -$1.08M – 750
2020
Q4 		$1.08M Buy
128
+28
+28% +$2.17K 0.09% 227
2020
Q3 		$645K Buy
+100
New +$5.8K 0.07% 200

Other funds holding SHAK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ACM
Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return

Summit Securities Group's SHAK Position: Q1 2026 in Review

Summit Securities Group opened a new position in Shake Shack (SHAK) in Q1 2026: 4 shares worth $354. The stake represents ﹤0.01% of the portfolio and ranks #1005 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in SHAK as recently as Q1 2022.

Summit Securities Group first reported a position in SHAK in Q1 2015 and has held it in 3 quarters since. The position peaked at $41K in Q1 2015. 371 funds tracked by Wall St. Rank hold SHAK as of Q1 2026.

  • Summit Securities Group held 4 shares of Shake Shack worth $354 as of Q1 2026.
  • Shake Shack was a new Summit Securities Group position in Q1 2026.
  • Shake Shack made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #1005 holding.
  • Summit Securities Group first reported a position in Shake Shack in Q1 2015 and has held it in 3 quarters since.
  • Summit Securities Group's Shake Shack position peaked at $41K in Q1 2015.
  • 371 funds tracked by Wall St. Rank held Shake Shack as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.