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Summit Financial’s Baker Hughes BKR Stock Holding History

Summit Financial’s Portfolio BKR Stock Details BKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$328K Buy
5,903
+413
+8% +$26.1K ﹤0.01% 1280
2026
Q1 		$335K Buy
5,490
+6
+0.1% +$347 ﹤0.01% 1142
2025
Q4 		$250K Buy
5,484
+66
+1% +$3.13K ﹤0.01% 1154
2025
Q3 		$264K Sell
5,418
-118
-2% -$5.21K ﹤0.01% 1103
2025
Q2 		$212K Buy
+5,536
New +$209K ﹤0.01% 773
2025
Q1 		– Sell
-5,197
Closed -$213K – 712
2024
Q4 		$213K Buy
+5,197
New +$210K 0.01% 611

Other funds holding BKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Summit Financial's BKR Position: Q2 2026 in Review

Summit Financial increased its Baker Hughes (BKR) stake by 7.5% in Q2 2026, buying an estimated $26.1K and bringing the position to 5,903 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #1280.

Summit Financial first reported a position in BKR in Q4 2024 and has held it in 6 quarters since. The position peaked at $335K in Q1 2026. 1,149 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

  • Summit Financial held 5,903 shares of Baker Hughes worth $328K as of Q2 2026.
  • Summit Financial bought 413 Baker Hughes shares in Q2 2026, an estimated $26.1K.
  • Baker Hughes made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1280 holding.
  • Summit Financial first reported a position in Baker Hughes in Q4 2024 and has held it in 6 quarters since.
  • Summit Financial's Baker Hughes position peaked at $335K in Q1 2026.
  • 1,149 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

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