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Summit Financial’s BlackRock Large Cap Value ETF BLCV Stock Holding History

Summit Financial’s Portfolio BLCV Stock Details BLCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$571K Buy
15,818
+965
+6% +$36.6K 0.01% 952
2025
Q4 		$554K Buy
14,853
+3,027
+26% +$110K 0.01% 863
2025
Q3 		$424K Buy
+11,826
New +$417K 0.01% 940

Other funds holding BLCV

EWA
EP Wealth Advisors Torrance, California $20.3B AUM
EL
EQ LLC Bellevue, Washington $355M AUM 20.61% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SPAS
Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return
SA
Skyline Advisors Bellingham, Washington $287M AUM 11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
MP
McDonald Partners Cleveland, Ohio $424M AUM 29.07% 1-Year Est. Return

Summit Financial's BLCV Position: Q1 2026 in Review

Summit Financial increased its BlackRock Large Cap Value ETF (BLCV) stake by 6.5% in Q1 2026, buying an estimated $36.6K and bringing the position to 15,818 shares worth $571K. The position accounts for 0.01% of the portfolio, ranked #952.

Summit Financial first reported a position in BLCV in Q3 2025 and has held it in 3 quarters since. 30 funds tracked by Wall St. Rank hold BLCV as of Q1 2026.

  • Summit Financial held 15,818 shares of BlackRock Large Cap Value ETF worth $571K as of Q1 2026.
  • Summit Financial bought 965 BlackRock Large Cap Value ETF shares in Q1 2026, an estimated $36.6K.
  • BlackRock Large Cap Value ETF made up 0.01% of Summit Financial's portfolio in Q1 2026, its #952 holding.
  • Summit Financial first reported a position in BlackRock Large Cap Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 30 funds tracked by Wall St. Rank held BlackRock Large Cap Value ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.