Summit Securities Group’s SiriusPoint SPNT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-923	Closed	-$18.8K	–	1371
2025 Q2	$18.8K	Sell	923 -6,502	-88%	-$120K	0.01%	742
2025 Q1	$128K	Buy	+7,425	New	+$111K	0.09%	212
2024 Q3	–	Sell	-23,834	Closed	-$291K	–	874
2024 Q2	$291K	Buy	+23,834	New	+$297K	0.11%	136
2015 Q4	–	Sell	-6	Closed	–	–	446
2015 Q3	$0	Buy	+6	New	+$85	﹤0.01%	514

Other funds holding SPNT

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return