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Summit Financial’s Bunge Global BG Stock Holding History

Summit Financial’s Portfolio BG Stock Details BG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$918K Buy
8,605
+6,121
+246% +$752K 0.01% 870
2026
Q1 		$316K Buy
2,484
+31
+1% +$3.6K ﹤0.01% 1168
2025
Q4 		$219K Buy
+2,453
New +$226K ﹤0.01% 1215

Other funds holding BG

G
Glencore Baar, Switzerland $4.87B AUM 67.38% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Summit Financial's BG Position: Q2 2026 in Review

Summit Financial increased its Bunge Global (BG) stake by 246% in Q2 2026, buying an estimated $752K and bringing the position to 8,605 shares worth $918K. The position accounts for 0.01% of the portfolio, ranked #870.

Summit Financial first reported a position in BG in Q4 2025 and has held it in 3 quarters since. 744 funds tracked by Wall St. Rank hold BG as of Q2 2026.

  • Summit Financial held 8,605 shares of Bunge Global worth $918K as of Q2 2026.
  • Summit Financial bought 6,121 Bunge Global shares in Q2 2026, an estimated $752K.
  • Bunge Global made up 0.01% of Summit Financial's portfolio in Q2 2026, its #870 holding.
  • Summit Financial first reported a position in Bunge Global in Q4 2025 and has held it in 3 quarters since.
  • 744 funds tracked by Wall St. Rank held Bunge Global as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.