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Summit Financial Wealth Advisors’s Conagra Brands CAG Stock Holding History

Summit Financial Wealth Advisors’s Portfolio CAG Stock Details CAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$633K Buy
47,036
+3,729
+9% +$52.1K 0.08% 107
2026
Q1 		$681K Buy
43,307
+2,758
+7% +$48.7K 0.1% 94
2025
Q4 		$702K Sell
40,549
-3,528
-8% -$62.6K 0.1% 88
2025
Q3 		$851K Buy
44,077
+3,622
+9% +$69.4K 0.13% 73
2025
Q2 		$828K Hold
40,455
– – 0.15% 70
2025
Q1 		$1.08M Hold
40,455
– – 0.21% 57
2024
Q4 		$1.03M Buy
40,455
+500
+1% +$14.2K 0.2% 60
2024
Q3 		$1.3M Hold
39,955
– – 0.24% 49
2024
Q2 		$1.14M Hold
39,955
– – 0.23% 50
2024
Q1 		$1.18M Buy
39,955
+430
+1% +$12.3K 0.24% 51
2023
Q4 		$1.13M Hold
39,525
– – 0.26% 50
2023
Q3 		$1.08M Buy
39,525
+175
+0.4% +$5.39K 0.27% 48
2023
Q2 		$1.33M Hold
39,350
– – 0.31% 47
2023
Q1 		$1.48M Buy
39,350
+500
+1% +$18.5K 0.35% 44
2022
Q4 		$1.5M Hold
38,850
– – 0.36% 45
2022
Q3 		$1.39M Hold
38,850
– – 0.4% 41
2022
Q2 		$1.32M Hold
38,850
– – 0.31% 46
2022
Q1 		$1.3M Sell
38,850
-576
-1% -$19.6K 0.26% 47
2021
Q4 		$1.35M Buy
39,426
+576
+1% +$18.9K 0.26% 47
2021
Q3 		$1.32M Hold
38,850
– – 0.3% 46
2021
Q2 		$1.41M Sell
38,850
-296
-0.8% -$11.1K 0.32% 44
2021
Q1 		$1.42M Buy
39,146
+796
+2% +$28.2K 0.36% 40
2020
Q4 		$1.37M Sell
38,350
-796
-2% -$28.9K 0.37% 37
2020
Q3 		$1.39M Hold
39,146
– – 0.37% 40
2020
Q2 		$1.4M Hold
39,146
– – 0.37% 41
2020
Q1 		$1.23M Hold
39,146
– – 0.39% 41
2019
Q4 		$1.27M Buy
39,146
+1,296
+3% +$37.5K 0.31% 54
2019
Q3 		$1.07M Hold
37,850
– – 0.26% 63
2019
Q2 		$1M Buy
+37,850
New +$1.1M 0.25% 70
2015
Q2 		– Sell
-2,570
Closed -$75K – 271
2015
Q1 		$75K Hold
2,570
– – 0.05% 103
2014
Q4 		$73K Buy
+2,570
New +$70.3K 0.05% 103

Other funds holding CAG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summit Financial Wealth Advisors's CAG Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Conagra Brands (CAG) stake by 8.6% in Q2 2026, buying an estimated $52.1K and bringing the position to 47,036 shares worth $633K. The position accounts for 0.08% of the portfolio, ranked #107.

Summit Financial Wealth Advisors first reported a position in CAG in Q4 2014 and has held it in 31 quarters since. The position peaked at $1.5M in Q4 2022. 778 funds tracked by Wall St. Rank hold CAG as of Q2 2026.

  • Summit Financial Wealth Advisors held 47,036 shares of Conagra Brands worth $633K as of Q2 2026.
  • Summit Financial Wealth Advisors bought 3,729 Conagra Brands shares in Q2 2026, an estimated $52.1K.
  • Conagra Brands made up 0.08% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #107 holding.
  • Summit Financial Wealth Advisors first reported a position in Conagra Brands in Q4 2014 and has held it in 31 quarters since.
  • Summit Financial Wealth Advisors's Conagra Brands position peaked at $1.5M in Q4 2022.
  • 778 funds tracked by Wall St. Rank held Conagra Brands as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.