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Summit Trail Advisors’s First Commonwealth Financial FCF Stock Holding History

Summit Trail Advisors’s Portfolio FCF Stock Details FCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$719K Buy
+40,890
New +$720K 0.01% 1048
2023
Q4 		– Sell
-21,628
Closed -$264K – 570
2023
Q3 		$264K Hold
21,628
– – 0.01% 412
2023
Q2 		$274K Sell
21,628
-377
-2% -$4.76K 0.01% 396
2023
Q1 		$274K Buy
+22,005
New +$317K 0.01% 336
2018
Q1 		– Sell
-56
Closed -$1K – 842
2017
Q4 		$1K Buy
+56
New +$808 ﹤0.01% 1788

Other funds holding FCF

BlackRock
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Dimensional Fund Advisors
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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return