Summit Financial’s Canadian Natural Resources CNQ Stock Holding History

Summit Financial’s Portfolio CNQ Stock Details CNQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$336K	Buy	8,402 +68	+0.8%	+$3.09K	﹤0.01%	1265
2026 Q1	$410K	Buy	8,334 +42	+0.5%	+$1.73K	0.01%	1056
2025 Q4	$284K	Hold	8,292	–	–	﹤0.01%	1101
2025 Q3	$265K	Buy	8,292 +168	+2%	+$5.26K	﹤0.01%	1100
2025 Q2	$259K	Sell	8,124 -1	-0%	-$30	0.01%	722
2025 Q1	$250K	Sell	8,125 -419	-5%	-$12.7K	0.01%	650
2024 Q4	$267K	Buy	+8,544	New	+$288K	0.01%	558

Other funds holding CNQ

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Summit Financial's CNQ Position: Q2 2026 in Review

Summit Financial increased its Canadian Natural Resources (CNQ) stake by 0.82% in Q2 2026, buying an estimated $3.09K and bringing the position to 8,402 shares worth $336K. The position accounts for ﹤0.01% of the portfolio, ranked #1265.

Summit Financial first reported a position in CNQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $410K in Q1 2026. 746 funds tracked by Wall St. Rank hold CNQ as of Q2 2026.

Summit Financial held 8,402 shares of Canadian Natural Resources worth $336K as of Q2 2026.
Summit Financial bought 68 Canadian Natural Resources shares in Q2 2026, an estimated $3.09K.
Canadian Natural Resources made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1265 holding.
Summit Financial first reported a position in Canadian Natural Resources in Q4 2024 and has held it in 7 quarters since.
Summit Financial's Canadian Natural Resources position peaked at $410K in Q1 2026.
746 funds tracked by Wall St. Rank held Canadian Natural Resources as of Q2 2026.

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