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	–	2694
2023 Q1	$203K	Buy	+7,121	New	+$215K	﹤0.01%	2423
2022 Q1	–	Sell	-5,933	Closed	-$234K	–	2884
2021 Q4	$234K	Buy	+5,933	New	+$217K	﹤0.01%	2506
2020 Q2	–	Sell	-48,249	Closed	-$711K	–	2605
2020 Q1	$711K	Buy	+48,249	New	+$937K	﹤0.01%	1400

Other funds holding SUM

SFCL

Strengthening Families & Communities LLC Boston, Massachusetts $450M AUM 41.19% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

WAM

WFA Asset Management Whitefish Bay, Wisconsin $184M AUM 12.29% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Truist Financial's SUM Position: Q1 2025 in Review

Truist Financial sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 7,674 shares — an estimated $388K sold.

Truist Financial first reported a position in SUM in Q1 2020 and held it in 7 quarters. The position peaked at $711K in Q1 2020. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

Truist Financial reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
Truist Financial sold 7,674 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $388K.
Truist Financial first reported a position in Summit Materials, Inc. Class A Common Stock in Q1 2020 and held it in 7 quarters.
Truist Financial's Summit Materials, Inc. Class A Common Stock position peaked at $711K in Q1 2020.
7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on Truist Financial's 13F filing for Q1 2025, filed 29 Apr 2025.