Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SSG
SVRN
Summit Securities Group’s
OceanPal Inc
SVRN
Stock Holding History
Summit Securities Group’s Portfolio
SVRN Stock Details
SVRN Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
–
Hold
0
–
-$8
–
1327
2025
Q1
–
Hold
0
–
–
–
756
2024
Q4
–
Hold
0
–
–
–
597
2024
Q3
–
Hold
0
–
–
–
777
2024
Q2
–
Hold
0
–
–
–
719
2024
Q1
–
Hold
0
–
–
–
776
2023
Q4
–
Hold
0
–
–
–
835
2023
Q3
–
Hold
0
–
–
–
899
2023
Q2
–
Hold
0
–
–
–
1037
2023
Q1
–
Hold
0
–
–
–
1152
2022
Q4
–
Hold
0
–
–
–
1308
2022
Q3
–
Hold
0
–
–
–
1099
2022
Q2
–
Hold
0
–
–
–
1164
2022
Q1
–
Hold
0
–
–
–
1279
Other funds holding SVRN
CS
Clear Street
New York
$39.5B AUM
124.03%
1-Year Est. Return
TWPM
Total Wealth Planning & Management
Ponte Vedra Beach, Florida
$148M AUM
Susquehanna International Group
Bala Cynwyd, Pennsylvania
$1.28T AUM
58.89%
1-Year Est. Return
Group One Trading
Chicago, Illinois
$71.1B AUM
128.96%
1-Year Est. Return
Morgan Stanley
New York
$1.89T AUM
35.08%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$369B AUM
28.27%
1-Year Est. Return
SS
SBI Securities
Tokyo, Japan
$4.4B AUM
74.26%
1-Year Est. Return
National Bank of Canada
Montreal, Quebec, Canada
$140B AUM
46.34%
1-Year Est. Return
Russell Investments Group
London, United Kingdom
$114B AUM
41.71%
1-Year Est. Return
AF
Allworth Financial
Folsom, California
$23.6B AUM
20.99%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close