Summit Trail Advisors, LLC Banks—Regional

Summit Trail Advisors, LLC

  • $5.73 Billion
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$33B
$2 Million 0.03% of portfolio
10,320
Q2 2025 Added 680.05%
$5.84B
$1.57 Million 0.03% of portfolio
33,435
Q2 2025 Added 107.66%
$7.95B
$1.49 Million 0.03% of portfolio
28,743
Q2 2025 New
$77.3B
$1.36 Million 0.02% of portfolio
7,307
Q2 2025 New
$58.4B
$1.3 Million 0.02% of portfolio
30,323
Q2 2025 Added 33.33%
$23.9B
$1.2 Million 0.02% of portfolio
26,748
Q2 2025 New
$68B
$901,000 0.02% of portfolio
19,918
Q2 2025 New
$7.33B
$831,000 0.01% of portfolio
13,381
Q2 2025 New
$316M
$779,000 0.01% of portfolio
21,623
Q2 2025 Reduced 15.28%
$28.2B
$764,000 0.01% of portfolio
391
Q2 2025 Added 26.13%
$1.99B
$707,000 0.01% of portfolio
30,248
Q2 2025 New
$7.01B
$513,000 0.01% of portfolio
4,655
Q2 2025 New
$11.8B
$492,000 0.01% of portfolio
23,227
Q2 2025 New
$8.01B
$486,000 0.01% of portfolio
3,786
Q2 2025 New
$1.48B
$475,000 0.01% of portfolio
12,563
Q2 2025 New
$23.8B
$464,000 0.01% of portfolio
27,691
Q2 2025 New
$10.2B
$448,000 0.01% of portfolio
8,220
Q2 2025 New
$452M
$433,000 0.01% of portfolio
15,382
Q2 2025 Added 2.1%
$16.7B
$371,000 0.01% of portfolio
21,311
Q2 2025 New
$2.16B
$336,000 0.01% of portfolio
15,969
Q2 2025 Added 2.56%
$8.5B
$328,000 0.01% of portfolio
2,981
Q2 2025 New
$6.13B
$316,000 0.01% of portfolio
4,509
Q2 2025 New
$2.62B
$291,000 0.01% of portfolio
4,313
Q2 2025 New
$3.72B
$270,000 0.0% of portfolio
11,096
Q2 2025 New
$29B
$252,000 0.0% of portfolio
6,139
Q2 2025 New
$113B
$241,000 0.0% of portfolio
7,170
Q2 2025 Reduced 2.18%
$23.7B
$209,000 0.0% of portfolio
8,923
Q2 2025 New
$7.11B
$205,000 0.0% of portfolio
3,975
Q2 2025 New
$81.5B
$128,000 0.0% of portfolio
23,090
Q2 2025 Reduced 1.12%
$76.4B
$114,000 0.0% of portfolio
26,827
Q2 2025 New
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