Summit Securities Group’s Stellantis STLA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-50,000	Closed	-$561K	–	1416
2025 Q1	$561K	Sell	50,000 -300	-0.6%	-$3.86K	0.09%	105
2024 Q4	$656K	Buy	50,300 +300	+0.6%	+$3.98K	0.14%	106
2024 Q3	$703K	Buy	50,000 +49,400	+8,233%	+$840K	0.19%	78
2024 Q2	$12K	Buy	+600	New	+$13.9K	﹤0.01%	428
2023 Q4	–	Sell	-5,500	Closed	-$105K	–	900
2023 Q3	$105K	Sell	5,500 -2,200	-29%	-$41.2K	0.01%	217
2023 Q2	$135K	Buy	+7,700	New	+$129K	0.02%	258
2021 Q1	–	Sell	-169	Closed	-$306K	–	759
2020 Q4	$306K	Hold	169	–	–	0.03%	453
2020 Q3	$207K	Hold	169	–	–	0.02%	326
2020 Q2	$173K	Buy	169 +20	+13%	+$173	0.02%	399
2020 Q1	$107K	Buy	149 +5	+3%	+$59	0.02%	268
2019 Q4	$212K	Hold	144	–	–	0.02%	400
2019 Q3	$186K	Hold	144	–	–	0.02%	312
2019 Q2	$199K	Buy	+144	New	+$2.09K	0.02%	305

Other funds holding STLA

Bpifrance Maisons Alfort, Cedex, France $1.65B AUM 19.85% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BOI

Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Summit Securities Group reduced its Stellantis (STLA) stake by 79% in Q1 2026, selling an estimated $22.6K and leaving 700 shares worth $4.96K. The position accounts for ﹤0.01% of the portfolio, ranked #797.

Summit Securities Group first reported a position in STLA in Q2 2015 and has held it in 23 quarters since. The position peaked at $655K in Q3 2024. 400 funds tracked by Wall St. Rank hold STLA as of Q1 2026.

Summit Securities Group held 700 shares of Stellantis worth $4.96K as of Q1 2026.
Summit Securities Group sold 2,700 Stellantis shares in Q1 2026, an estimated $22.6K.
Stellantis made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #797 holding.
Summit Securities Group first reported a position in Stellantis in Q2 2015 and has held it in 23 quarters since.
Summit Securities Group's Stellantis position peaked at $655K in Q3 2024.
400 funds tracked by Wall St. Rank held Stellantis as of Q1 2026.

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