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 Q2	–	Sell	-1,711	Closed	-$234K	–	1488
2026 Q1	$234K	Buy	+1,711	New	+$266K	﹤0.01%	1343

Other funds holding FUTU

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return

FBIL

First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return

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

Summit Trail Advisors sold out of Futu Holdings (FUTU) in Q2 2026, closing a stake of 1,711 shares — an estimated $234K sold.

Summit Trail Advisors first reported a position in FUTU in Q1 2026 and held it in 1 quarter. The position peaked at $234K in Q1 2026. 321 funds tracked by Wall St. Rank hold FUTU as of Q2 2026.

Summit Trail Advisors reported no remaining Futu Holdings position as of Q2 2026 after selling out during the quarter.
Summit Trail Advisors sold 1,711 Futu Holdings shares in Q2 2026, an estimated $234K.
Summit Trail Advisors first reported a position in Futu Holdings in Q1 2026 and held it in 1 quarter.
Summit Trail Advisors's Futu Holdings position peaked at $234K in Q1 2026.
321 funds tracked by Wall St. Rank held Futu Holdings as of Q2 2026.

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