SFWA
VG

Summit Financial Wealth Advisors’s Venture Global Inc VG Stock Holding History

Summit Financial Wealth Advisors’s Portfolio VG Stock Details VG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$158K Sell
14,193
-300
-2% -$3.8K 0.02% 224
2026
Q1 		$228K Buy
14,493
+157
+1% +$1.68K 0.03% 180
2025
Q4 		$97.8K Buy
14,336
+1,161
+9% +$9.67K 0.01% 193
2025
Q3 		$194K Buy
13,175
+300
+2% +$4.28K 0.03% 178
2025
Q2 		$201K Buy
12,875
+2,500
+24% +$28.9K 0.04% 166
2025
Q1 		$107K Buy
+10,375
New +$151K 0.02% 150

Other funds holding VG

Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Summit Financial Wealth Advisors reduced its Venture Global Inc (VG) stake by 2.1% in Q2 2026, selling an estimated $3.8K and leaving 14,193 shares worth $158K. The position accounts for 0.02% of the portfolio, ranked #224.

Summit Financial Wealth Advisors first reported a position in VG in Q1 2025 and has held it in 6 quarters since. The position peaked at $228K in Q1 2026. 375 funds tracked by Wall St. Rank hold VG as of Q2 2026.

  • Summit Financial Wealth Advisors held 14,193 shares of Venture Global Inc worth $158K as of Q2 2026.
  • Summit Financial Wealth Advisors sold 300 Venture Global Inc shares in Q2 2026, an estimated $3.8K.
  • Venture Global Inc made up 0.02% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #224 holding.
  • Summit Financial Wealth Advisors first reported a position in Venture Global Inc in Q1 2025 and has held it in 6 quarters since.
  • Summit Financial Wealth Advisors's Venture Global Inc position peaked at $228K in Q1 2026.
  • 375 funds tracked by Wall St. Rank held Venture Global Inc as of Q2 2026.

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