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Tortoise Capital Series Trus shares owned by Summit Financial

Quarter-by-quarter ownership of Tortoise Capital Series Trus (TCAI) shares owned by Summit Financial from 13F filings

Historical chart of Summit Financial investment in Tortoise Capital Series Trus

Tip: Access up to 7 years of quarterly data

All positions including Tortoise Capital Series Trus held by Summit Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tortoise Capital Series Trus by Summit Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.4M 60k 55.92

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Top funds holding Tortoise Capital Series Trus

Capital Investment Advisory Services
Sterneck Capital Management
Jane Street
BIP Wealth
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Summit Financial
Parallel Advisors
HighTower Advisors
Gts Securities
WT Wealth Management
Farther Finance Advisors
Mml Investors Services
VestGen Advisors
Atria Investments
IHT Wealth Management

View all funds holding Tortoise Capital Series Trus