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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
Q2 		– Sell
-50
Closed -$306K – 855
2021
Q1 		$306K Buy
+50
New +$3.9K 0.03% 441

Other funds holding STNE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MA
Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return
BGBI
BRC-Global BAH Investments Nassau $107M AUM
SI
Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Summit Securities Group opened a new position in StoneCo (STNE) in Q1 2026: 4,310 shares worth $60.9K. The stake represents 0.01% of the portfolio and ranks #354 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in STNE as recently as Q3 2025.

Summit Securities Group first reported a position in STNE in Q1 2021 and has held it in 5 quarters since. The position peaked at $208K in Q1 2021. 275 funds tracked by Wall St. Rank hold STNE as of Q1 2026.

  • Summit Securities Group held 4,310 shares of StoneCo worth $60.9K as of Q1 2026.
  • StoneCo was a new Summit Securities Group position in Q1 2026.
  • StoneCo made up 0.01% of Summit Securities Group's portfolio in Q1 2026, its #354 holding.
  • Summit Securities Group first reported a position in StoneCo in Q1 2021 and has held it in 5 quarters since.
  • Summit Securities Group's StoneCo position peaked at $208K in Q1 2021.
  • 275 funds tracked by Wall St. Rank held StoneCo as of Q1 2026.

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