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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
Q3 		$1.62M Hold
9,058
– – 0.11% 58
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

Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Summit Financial Strategies's PRK Position: Q3 2026 in Review

Summit Financial Strategies held its Park National Corp (PRK) position steady in Q3 2026 at 9,058 shares worth $1.62M. The position accounts for 0.11% of the portfolio, ranked #58.

Summit Financial Strategies first reported a position in PRK in Q3 2017 and has held it in 27 quarters since. The position peaked at $2.58M in Q2 2025. 21 funds tracked by Wall St. Rank hold PRK as of Q3 2026.

  • Summit Financial Strategies held 9,058 shares of Park National Corp worth $1.62M as of Q3 2026.
  • Summit Financial Strategies left its Park National Corp share count unchanged in Q3 2026.
  • Park National Corp made up 0.11% of Summit Financial Strategies's portfolio in Q3 2026, its #58 holding.
  • Summit Financial Strategies first reported a position in Park National Corp in Q3 2017 and has held it in 27 quarters since.
  • Summit Financial Strategies's Park National Corp position peaked at $2.58M in Q2 2025.
  • 21 funds tracked by Wall St. Rank held Park National Corp as of Q3 2026.

Based on Summit Financial Strategies's 13F filing for Q3 2026, filed 14 Oct 2026.