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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
Q2 		$1.07M Buy
25,794
+9,976
+63% +$391K 0.01% 826
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 $26.2B AUM
EL
EQ LLC Bellevue, Washington $407M AUM 27.16% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SA
Skyline Advisors Bellingham, Washington $319M AUM 13.25% 1-Year Est. Return
SPAS
Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MP
McDonald Partners Cleveland, Ohio $412M AUM 34.27% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Summit Financial's BLCV Position: Q2 2026 in Review

Summit Financial increased its BlackRock Large Cap Value ETF (BLCV) stake by 63% in Q2 2026, buying an estimated $391K and bringing the position to 25,794 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #826.

Summit Financial first reported a position in BLCV in Q3 2025 and has held it in 4 quarters since. 34 funds tracked by Wall St. Rank hold BLCV as of Q2 2026.

  • Summit Financial held 25,794 shares of BlackRock Large Cap Value ETF worth $1.07M as of Q2 2026.
  • Summit Financial bought 9,976 BlackRock Large Cap Value ETF shares in Q2 2026, an estimated $391K.
  • BlackRock Large Cap Value ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #826 holding.
  • Summit Financial first reported a position in BlackRock Large Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 34 funds tracked by Wall St. Rank held BlackRock Large Cap Value ETF as of Q2 2026.

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