Summit Securities Group
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Summit Securities Group’s World Kinect Corp WKC Stock Holding History

Summit Securities Group’s Portfolio WKC Stock Details WKC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,900
Closed -$121K – 928
2024
Q3 		$121K Hold
3,900
– – 0.03% 178
2024
Q2 		$101K Hold
3,900
– – 0.02% 215
2024
Q1 		$103K Hold
3,900
– – 0.02% 197
2023
Q4 		$89K Buy
+3,900
New +$82K 0.01% 351

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
OP Asset Management
OP Asset Management Helsinki $11.8B AUM 34.59% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

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

Summit Securities Group opened a new position in World Kinect Corp (WKC) in Q3 2026: 3,863 shares worth $136K. The stake represents 0.01% of the portfolio and ranks #392 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in WKC as recently as Q2 2022.

Summit Securities Group first reported a position in WKC in Q2 2022 and has held it in 2 quarters since. 131 funds tracked by Wall St. Rank hold WKC as of Q3 2026.

  • Summit Securities Group held 3,863 shares of World Kinect Corp worth $136K as of Q3 2026.
  • World Kinect Corp was a new Summit Securities Group position in Q3 2026.
  • World Kinect Corp made up 0.01% of Summit Securities Group's portfolio in Q3 2026, its #392 holding.
  • Summit Securities Group first reported a position in World Kinect Corp in Q2 2022 and has held it in 2 quarters since.
  • 131 funds tracked by Wall St. Rank held World Kinect Corp as of Q3 2026.

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