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Summit Trail Advisors’s CTS Corp CTS Stock Holding History

Summit Trail Advisors’s Portfolio CTS Stock Details CTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$227K Buy
+4,762
New +$239K ﹤0.01% 1349
2024
Q3 		– Sell
-4,216
Closed -$214K – 726
2024
Q2 		$214K Buy
+4,216
New +$208K 0.01% 577

Other funds holding CTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Summit Trail Advisors's CTS Position: Q1 2026 in Review

Summit Trail Advisors opened a new position in CTS Corp (CTS) in Q1 2026: 4,762 shares worth $227K. The stake represents ﹤0.01% of the portfolio and ranks #1349 among its holdings. This is a return to the name: Summit Trail Advisors previously reported a position in CTS as recently as Q2 2024.

Summit Trail Advisors first reported a position in CTS in Q2 2024 and has held it in 2 quarters since. 243 funds tracked by Wall St. Rank hold CTS as of Q1 2026.

  • Summit Trail Advisors held 4,762 shares of CTS Corp worth $227K as of Q1 2026.
  • CTS Corp was a new Summit Trail Advisors position in Q1 2026.
  • CTS Corp made up ﹤0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1349 holding.
  • Summit Trail Advisors first reported a position in CTS Corp in Q2 2024 and has held it in 2 quarters since.
  • 243 funds tracked by Wall St. Rank held CTS Corp as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.