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Summit Trail Advisors’s Futu Holdings FUTU Stock Holding History

Summit Trail Advisors’s Portfolio FUTU Stock Details FUTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$234K Buy
+1,711
New +$266K ﹤0.01% 1343

Other funds holding FUTU

AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Summit Trail Advisors opened a new position in Futu Holdings (FUTU) in Q1 2026: 1,711 shares worth $234K. The stake represents ﹤0.01% of the portfolio and ranks #1343 among its holdings.

368 funds tracked by Wall St. Rank hold FUTU as of Q1 2026.

  • Summit Trail Advisors held 1,711 shares of Futu Holdings worth $234K as of Q1 2026.
  • Futu Holdings was a new Summit Trail Advisors position in Q1 2026.
  • Futu Holdings made up ﹤0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1343 holding.
  • 368 funds tracked by Wall St. Rank held Futu Holdings as of Q1 2026.

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