SF
SUM

Synovus Financial’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Synovus Financial’s Portfolio SUM Stock Details SUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-28,689
Closed -$1.45M – 945
2024
Q4 		$1.45M Buy
28,689
+445
+2% +$20.8K 0.02% 404
2024
Q3 		$1.1M Buy
28,244
+3,390
+14% +$130K 0.01% 487
2024
Q2 		$910K Buy
+24,854
New +$975K 0.01% 472
2020
Q3 		– Sell
-185
Closed -$3K – 1507
2020
Q2 		$3K Hold
185
– – ﹤0.01% 1411
2020
Q1 		$2K Hold
185
– – ﹤0.01% 1979
2019
Q4 		$5K Hold
185
– – ﹤0.01% 1322
2019
Q3 		$4K Hold
185
– – ﹤0.01% 1335
2019
Q2 		$3K Sell
185
-75
-29% -$1.19K ﹤0.01% 1305
2019
Q1 		$4K Hold
260
– – ﹤0.01% 1281
2018
Q4 		$3K Buy
260
+96
+59% +$1.33K ﹤0.01% 1291
2018
Q3 		$3K Buy
+164
New +$3.57K ﹤0.01% 1309

Other funds holding SUM

SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
WAM
WFA Asset Management Whitefish Bay, Wisconsin $184M AUM 12.29% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return