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Summit Wealth Group (Colorado)’s Rogers Communications RCI Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio RCI Stock Details RCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-210,537
Closed -$1.45M – 421
2025
Q3 		$1.45M Buy
+210,537
New +$7.25M 0.23% 71

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Royal Bank of Canada
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

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

Summit Wealth Group (Colorado) sold out of Rogers Communications (RCI) in Q4 2025, closing a stake of 210,537 shares — an estimated $1.45M sold.

Summit Wealth Group (Colorado) first reported a position in RCI in Q3 2025 and held it in 1 quarter. The position peaked at $1.45M in Q3 2025. 301 funds tracked by Wall St. Rank hold RCI as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Rogers Communications position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 210,537 Rogers Communications shares in Q4 2025, an estimated $1.45M.
  • Summit Wealth Group (Colorado) first reported a position in Rogers Communications in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Rogers Communications position peaked at $1.45M in Q3 2025.
  • 301 funds tracked by Wall St. Rank held Rogers Communications as of Q4 2025.

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