Truist Financial
SUM

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

Truist 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
-7,674
Closed -$388K – 2681
2024
Q4 		$388K Sell
7,674
-572
-7% -$26.7K ﹤0.01% 2024
2024
Q3 		$322K Sell
8,246
-319
-4% -$12.3K ﹤0.01% 2091
2024
Q2 		$314K Buy
+8,565
New +$336K ﹤0.01% 2272
2024
Q1 		– Sell
-8,012
Closed -$308K – 2766
2023
Q4 		$308K Buy
+8,012
New +$278K ﹤0.01% 2293
2023
Q2 		– Sell
-7,121
Closed -$203K – 2695
2023
Q1 		$203K Buy
+7,121
New +$215K ﹤0.01% 2423
2022
Q1 		– Sell
-5,933
Closed -$234K – 2885
2021
Q4 		$234K Buy
+5,933
New +$217K ﹤0.01% 2506
2020
Q2 		– Sell
-48,249
Closed -$711K – 2606
2020
Q1 		$711K Buy
+48,249
New +$937K ﹤0.01% 1400

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