FBIO — FORTRESS BIOTECH, INC.

Ownership history in Summit Financial, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Summit Financial, LLC reported a position in FORTRESS BIOTECH, INC. (FBIO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.04% (2025 Q2)
Avg. % of fund
0.03%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 439,928 -4,820 -1.1% 0.02% $1.6M $3.66
2025 Q3 REDUCED 444,748 -571,096 -56.2% 0.03% $1.6M $3.70
2025 Q2 INITIATED 1,015,844 — — 0.04% $1.9M $1.86
% of Fund (quarterly)    FBIO price (monthly, adj. close)

Other funds also holding FBIO

As of 2025 Q4 — sorted by position size

Opaleye Management Inc. 3Y 7Y 0.53% PVG ASSET MANAGEMENT CORP 3Y 7Y 0.3% SHIKIAR ASSET MANAGEMENT INC 3Y 7Y 0.25% 180 WEALTH ADVISORS, LLC 3Y 7Y 0.03% Weaver Consulting Group 3Y 0.02% BRIDGEWAY CAPITAL MANAGEMENT, LLC 3Y 7Y 0.01% GSA CAPITAL PARTNERS LLP 3Y 7Y 0.01% Sculptor Capital LP 3Y 7Y 0.01% Sculptor Capital LP 3Y 7Y 0.01% Abacus Planning Group, Inc. 3Y 7Y 0.01%
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