SWGC
BYD icon

Summit Wealth Group (Colorado)’s Boyd Gaming BYD Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio BYD Stock Details BYD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-6,535
Closed -$256K – 320
2025
Q3 		$256K Buy
+6,535
New +$549K 0.03% 397

Other funds holding BYD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summit Wealth Group (Colorado)'s BYD Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Boyd Gaming (BYD) in Q4 2025, closing a stake of 6,535 shares — an estimated $256K sold.

Summit Wealth Group (Colorado) first reported a position in BYD in Q3 2025 and held it in 1 quarter. The position peaked at $256K in Q3 2025. 424 funds tracked by Wall St. Rank hold BYD as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Boyd Gaming position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 6,535 Boyd Gaming shares in Q4 2025, an estimated $256K.
  • Summit Wealth Group (Colorado) first reported a position in Boyd Gaming in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Boyd Gaming position peaked at $256K in Q3 2025.
  • 424 funds tracked by Wall St. Rank held Boyd Gaming as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.