Position in ASST
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$47,424
New position
Shares Held
4,733
first reported quarter
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Asset Management
Financial Services · as of Mar 31, 2026SUMMIT SECURITIES GROUP LLC holds $1,641,135 across 23 Asset Management names. ASST ranks #6 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AB |
Alliancebernstein Holding L.P.
|
15,600 | $584,064 | |
| 2 | TROW |
Price T Rowe Group Inc
|
3,136 | $282,679 | |
| 3 | FSCO |
FS Credit Opportunities Corp.
|
47,000 | $239,700 | |
| 4 | STT |
State Street Corp
|
1,322 | $167,312 | |
| 5 | BCX |
BlackRock Resources & Commodities Strategy Trust
|
9,875 | $118,993 | |
| 6 | ASST |
Strive, Inc.
This page
|
4,733 | $47,424 | |
| 7 | OBDC |
Blue Owl Capital Corp
|
2,800 | $30,968 | |
| 8 | PPT |
Putnam Premier Income Trust
|
8,091 | $28,723 |
All Filings in ASST
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $47,424 | 4,733 | Shares | Sole | 2026-04-30 | |
| No filing history on record for this holder in this stock. | ||||||