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Shum Financial Group’s Netflix NFLX Stock Holding History

Shum Financial Group’s Portfolio NFLX Stock Details NFLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$602K Sell
8,426
-357
-4% -$31.4K 0.36% 62
2026
Q1 		$844K Buy
8,783
+54
+0.6% +$4.76K 0.6% 46
2025
Q4 		$818K Buy
8,729
+509
+6% +$54.9K 0.59% 48
2025
Q3 		$985K Buy
+8,220
New +$1M 0.74% 43
2025
Q1 		$844K Buy
9,050
+190
+2% +$18.1K 0.73% 46
2024
Q4 		$789K Sell
8,860
-610
-6% -$50.2K 0.68% 46
2024
Q3 		$723K Buy
+9,470
New +$633K 0.6% 59

Other funds holding NFLX

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Shum Financial Group's NFLX Position: Q2 2026 in Review

Shum Financial Group reduced its Netflix (NFLX) stake by 4.1% in Q2 2026, selling an estimated $31.4K and leaving 8,426 shares worth $602K. The position accounts for 0.36% of the portfolio, ranked #62.

Shum Financial Group first reported a position in NFLX in Q3 2024 and has held it in 7 quarters since. The position peaked at $985K in Q3 2025. 1,992 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

  • Shum Financial Group held 8,426 shares of Netflix worth $602K as of Q2 2026.
  • Shum Financial Group sold 357 Netflix shares in Q2 2026, an estimated $31.4K.
  • Netflix made up 0.36% of Shum Financial Group's portfolio in Q2 2026, its #62 holding.
  • Shum Financial Group first reported a position in Netflix in Q3 2024 and has held it in 7 quarters since.
  • Shum Financial Group's Netflix position peaked at $985K in Q3 2025.
  • 1,992 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.