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Summit Trail Advisors’s Avis CAR Stock Holding History

Summit Trail Advisors’s Portfolio CAR Stock Details CAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$517K Sell
3,496
-7,594
-68% -$1.67M 0.01% 1206
2026
Q1 		$1.62M Buy
11,090
+1,498
+16% +$171K 0.02% 684
2025
Q4 		$1.23M Sell
9,592
-201
-2% -$28K 0.02% 697
2025
Q3 		$1.57M Buy
+9,793
New +$1.65M 0.02% 575
2018
Q1 		– Sell
-4,966
Closed -$223K – 618
2017
Q4 		$223K Buy
+4,966
New +$198K 0.03% 393

Other funds holding CAR

SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Summit Trail Advisors's CAR Position: Q2 2026 in Review

Summit Trail Advisors reduced its Avis (CAR) stake by 68% in Q2 2026, selling an estimated $1.67M and leaving 3,496 shares worth $517K. The position accounts for 0.01% of the portfolio, ranked #1206.

Summit Trail Advisors first reported a position in CAR in Q4 2017 and has held it in 5 quarters since. The position peaked at $1.62M in Q1 2026. 303 funds tracked by Wall St. Rank hold CAR as of Q2 2026.

  • Summit Trail Advisors held 3,496 shares of Avis worth $517K as of Q2 2026.
  • Summit Trail Advisors sold 7,594 Avis shares in Q2 2026, an estimated $1.67M.
  • Avis made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1206 holding.
  • Summit Trail Advisors first reported a position in Avis in Q4 2017 and has held it in 5 quarters since.
  • Summit Trail Advisors's Avis position peaked at $1.62M in Q1 2026.
  • 303 funds tracked by Wall St. Rank held Avis as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.