Position in FND
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,791,366
+$578,516 QoQ
Shares Held
30,178
+26.4% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#185
of 463 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FND Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Summit Trail Advisors, LLC holds $18,578,604 across 3 Home Improvement Retail names. FND ranks #3 (9.6% of the industry book) .
All Filings in FND
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,791,366 | 30,178 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,212,850 | 23,875 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $588,684 | 9,668 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,194,677 | 16,210 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||