Summit Securities Group
ZG icon

Summit Securities Group’s Zillow ZG Stock Holding History

Summit Securities Group’s Portfolio ZG Stock Details ZG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$33.8K Buy
+1,221
New +$40.8K ﹤0.01% 631
2025
Q2 		– Sell
-197
Closed -$13.2K – 1483
2025
Q1 		$13.2K Buy
+197
New +$14.6K ﹤0.01% 521
2024
Q4 		– Sell
-173
Closed -$11K – 941
2024
Q3 		$11K Sell
173
-187
-52% -$9.7K ﹤0.01% 371
2024
Q2 		$16K Buy
+360
New +$15.5K ﹤0.01% 403
2017
Q3 		– Sell
-23,084
Closed -$1.13M – 317
2017
Q2 		$1.13M Buy
+23,084
New +$966K 0.2% 60
2017
Q1 		– Sell
-9,475
Closed -$345K – 414
2016
Q4 		$345K Buy
+9,475
New +$331K 0.08% 180

Other funds holding ZG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Technology Crossover Management VIII
Technology Crossover Management VIII Menlo Park, California $331M AUM 16.85% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Cambiar Investors
Cambiar Investors Denver, Colorado $2.48B AUM 19.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Summit Securities Group opened a new position in Zillow (ZG) in Q3 2026: 1,221 shares worth $33.8K. The stake represents ﹤0.01% of the portfolio and ranks #631 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in ZG as recently as Q1 2025.

Summit Securities Group first reported a position in ZG in Q4 2016 and has held it in 6 quarters since. The position peaked at $1.13M in Q2 2017. 120 funds tracked by Wall St. Rank hold ZG as of Q3 2026.

  • Summit Securities Group held 1,221 shares of Zillow worth $33.8K as of Q3 2026.
  • Zillow was a new Summit Securities Group position in Q3 2026.
  • Zillow made up ﹤0.01% of Summit Securities Group's portfolio in Q3 2026, its #631 holding.
  • Summit Securities Group first reported a position in Zillow in Q4 2016 and has held it in 6 quarters since.
  • Summit Securities Group's Zillow position peaked at $1.13M in Q2 2017.
  • 120 funds tracked by Wall St. Rank held Zillow as of Q3 2026.

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