Summit Securities Group’s StoneCo STNE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-250	Closed	-$2.1M	–	760
2020 Q4	$2.1M	Buy	+250	New	+$16.7K	0.18%	136

Other funds holding STNE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Madrone Advisors Menlo Park, California $1.39B AUM 10.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Squadra Investments Rio De Janeiro, Brazil $815M AUM 15.03% 1-Year Est. Return

PCP

Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return

SGDR

SPX Gestao de Recursos Rio De Janeiro, Brazil $898M AUM 45.5% 1-Year Est. Return

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

Summit Securities Group sold out of StoneCo (STNE) in Q2 2026, closing a stake of 4,310 shares — an estimated $60.9K sold.

Summit Securities Group first reported a position in STNE in Q1 2021 and held it in 5 quarters. The position peaked at $208K in Q1 2021. 273 funds tracked by Wall St. Rank hold STNE as of Q2 2026.

Summit Securities Group reported no remaining StoneCo position as of Q2 2026 after selling out during the quarter.
Summit Securities Group sold 4,310 StoneCo shares in Q2 2026, an estimated $60.9K.
Summit Securities Group first reported a position in StoneCo in Q1 2021 and held it in 5 quarters.
Summit Securities Group's StoneCo position peaked at $208K in Q1 2021.
273 funds tracked by Wall St. Rank held StoneCo as of Q2 2026.

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