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Summit Securities Group’s BBB Foods TBBB Stock Holding History

Summit Securities Group’s Portfolio TBBB Stock Details TBBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,609
Closed -$96.3K – 1486
2025
Q1 		$96.3K Buy
+3,609
New +$101K 0.02% 238

Other funds holding TBBB

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
3CP
3G Capital Partners New York $282M AUM 22.21% 1-Year Est. Return

Summit Securities Group's TBBB Position: Q2 2025 in Review

Summit Securities Group sold out of BBB Foods (TBBB) in Q2 2025, closing a stake of 3,609 shares — an estimated $96.3K sold.

Summit Securities Group first reported a position in TBBB in Q1 2025 and held it in 1 quarter. The position peaked at $96.3K in Q1 2025. 102 funds tracked by Wall St. Rank hold TBBB as of Q2 2025.

  • Summit Securities Group reported no remaining BBB Foods position as of Q2 2025 after selling out during the quarter.
  • Summit Securities Group sold 3,609 BBB Foods shares in Q2 2025, an estimated $96.3K.
  • Summit Securities Group first reported a position in BBB Foods in Q1 2025 and held it in 1 quarter.
  • Summit Securities Group's BBB Foods position peaked at $96.3K in Q1 2025.
  • 102 funds tracked by Wall St. Rank held BBB Foods as of Q2 2025.

Based on Summit Securities Group's 13F filing for Q2 2025, filed 12 Aug 2025.