As of the latest SEC filings, SUMIT MORTGAGE TRUST (SUMMT) is held by 6 institutional funds. The largest fund shareholder is PIMCO Total Return ESG Fund (PRFAX), holding an estimated $9,251,702.94 in market value, representing 0.55% of its portfolio.
Funds holding SUMIT MORTGAGE TRUST (SUMMT)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SUMMT
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
PRFAX
PIMCO Total Return ESG Fund
|
MF | PIMCO | 0.55% | $9,251,702.94 | 10,200,000 | Mar 31, 2026 | May 29, 2026 |
|
TSBRX
Nuveen Core Impact Bond Fund
|
MF | TIAA / Nuveen | 0.05% | $3,628,118.80 | 4,000,000 | Mar 31, 2026 | May 28, 2026 |
|
PLUPX
PIMCO Low Duration ESG Fund
|
MF | PIMCO | 0.51% | $1,632,653.46 | 1,800,000 | Mar 31, 2026 | May 29, 2026 |
|
DSBFX
Domini Impact Bond Fund
|
MF | Independent / Boutique | 0.58% | $1,480,065.78 | 1,615,000 | Apr 30, 2026 | Jun 24, 2026 |
|
CROVX
Catholic Responsible Investments Opportunistic Bond Fund
|
MF | Independent / Boutique | 0.08% | $604,013.85 | 660,000 | Apr 30, 2026 | Jun 25, 2026 |
|
FPCIX
Strategic Advisers Core Income Fund
|
MF | Fidelity | 0.00% | $311,155.76 | 340,000 | Feb 28, 2026 | Apr 24, 2026 |
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