Summit Securities Group’s Fundrise Innovation Fund VCX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$977	Buy	+33	New	+$1.42K	﹤0.01%	892

Other funds holding VCX

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

Ballast Rock Private Wealth Charleston, South Carolina $214M AUM 17.63% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Group One Trading Chicago, Illinois $73.3B AUM 63.67% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Summit Securities Group's VCX Position: Q3 2026 in Review

Summit Securities Group opened a new position in Fundrise Innovation Fund (VCX) in Q3 2026: 33 shares worth $977. The stake represents ﹤0.01% of the portfolio and ranks #892 among its holdings.

33 funds tracked by Wall St. Rank hold VCX as of Q3 2026.

Summit Securities Group held 33 shares of Fundrise Innovation Fund worth $977 as of Q3 2026.
Fundrise Innovation Fund was a new Summit Securities Group position in Q3 2026.
Fundrise Innovation Fund made up ﹤0.01% of Summit Securities Group's portfolio in Q3 2026, its #892 holding.
33 funds tracked by Wall St. Rank held Fundrise Innovation Fund as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.