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Summit Financial Strategies’s Park National Corp PRK Stock Holding History

Summit Financial Strategies’s Portfolio PRK Stock Details PRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.66M Sell
9,058
-6,389
-41% -$1.1M 0.12% 59
2026
Q1 		$2.52M Hold
15,447
– – 0.2% 45
2025
Q4 		$2.35M Hold
15,447
– – 0.19% 44
2025
Q3 		$2.51M Sell
15,447
-3
-0% -$506 0.22% 43
2025
Q2 		$2.58M Sell
15,450
-595
-4% -$93.7K 0.24% 42
2025
Q1 		$2.43M Buy
16,045
+6,003
+60% +$985K 0.25% 39
2024
Q4 		$1.72M Buy
10,042
+848
+9% +$153K 0.19% 43
2024
Q3 		$1.54M Buy
9,194
+50
+0.5% +$8.29K 0.17% 44
2024
Q2 		$1.3M Hold
9,144
– – 0.16% 49
2024
Q1 		$1.24M Hold
9,144
– – 0.17% 44
2023
Q4 		$1.21M Hold
9,144
– – 0.19% 41
2023
Q3 		$864K Buy
9,144
+25
+0.3% +$2.59K 0.16% 47
2023
Q2 		$933K Buy
9,119
+71
+0.8% +$7.54K 0.17% 43
2023
Q1 		$1.07M Hold
9,048
– – 0.21% 39
2022
Q4 		$1.27M Hold
9,048
– – 0.27% 31
2022
Q3 		$1.13M Hold
9,048
– – 0.27% 34
2022
Q2 		$1.1M Sell
9,048
-200
-2% -$24.1K 0.26% 33
2022
Q1 		$1.22M Sell
9,248
-36
-0.4% -$4.85K 0.24% 31
2021
Q4 		$1.27M Sell
9,284
-1,050
-10% -$140K 0.25% 31
2021
Q3 		$1.26M Hold
10,334
– – 0.24% 33
2021
Q2 		$1.21M Buy
10,334
+8,325
+414% +$1.05M 0.24% 33
2021
Q1 		$260K Buy
+2,009
New +$244K 0.09% 57
2018
Q3 		– Sell
-1,972
Closed -$220K – 63
2018
Q2 		$220K Buy
1,972
+2
+0.1% +$224 0.11% 54
2018
Q1 		$204K Sell
1,970
-426
-18% -$44.6K 0.11% 51
2017
Q4 		$249K Buy
2,396
+476
+25% +$51.6K 0.13% 45
2017
Q3 		$207K Buy
+1,920
New +$192K 0.12% 50

Other funds holding PRK

PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Summit Financial Strategies's PRK Position: Q2 2026 in Review

Summit Financial Strategies reduced its Park National Corp (PRK) stake by 41% in Q2 2026, selling an estimated $1.1M and leaving 9,058 shares worth $1.66M. The position accounts for 0.12% of the portfolio, ranked #59.

Summit Financial Strategies first reported a position in PRK in Q3 2017 and has held it in 26 quarters since. The position peaked at $2.58M in Q2 2025. 80 funds tracked by Wall St. Rank hold PRK as of Q2 2026.

  • Summit Financial Strategies held 9,058 shares of Park National Corp worth $1.66M as of Q2 2026.
  • Summit Financial Strategies sold 6,389 Park National Corp shares in Q2 2026, an estimated $1.1M.
  • Park National Corp made up 0.12% of Summit Financial Strategies's portfolio in Q2 2026, its #59 holding.
  • Summit Financial Strategies first reported a position in Park National Corp in Q3 2017 and has held it in 26 quarters since.
  • Summit Financial Strategies's Park National Corp position peaked at $2.58M in Q2 2025.
  • 80 funds tracked by Wall St. Rank held Park National Corp as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.