SF
CORP icon

Summit Financial’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Summit Financial’s Portfolio CORP Stock Details CORP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.46M Sell
35,708
-1,997
-5% -$193K 0.04% 451
2026
Q1 		$3.65M Buy
37,705
+9,486
+34% +$929K 0.05% 399
2025
Q4 		$2.77M Sell
28,219
-820
-3% -$80.8K 0.04% 400
2025
Q3 		$2.86M Buy
29,039
+1,407
+5% +$137K 0.04% 388
2025
Q2 		$2.69M Sell
27,632
-869
-3% -$83.1K 0.06% 252
2025
Q1 		$2.76M Buy
+28,501
New +$2.73M 0.08% 217

Other funds holding CORP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
MAG
Mokosak Advisory Group Urbandale, Iowa $462M AUM 25.98% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Summit Financial's CORP Position: Q2 2026 in Review

Summit Financial reduced its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 5.3% in Q2 2026, selling an estimated $193K and leaving 35,708 shares worth $3.46M. The position accounts for 0.04% of the portfolio, ranked #451.

Summit Financial first reported a position in CORP in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.65M in Q1 2026. 193 funds tracked by Wall St. Rank hold CORP as of Q2 2026.

  • Summit Financial held 35,708 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $3.46M as of Q2 2026.
  • Summit Financial sold 1,997 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $193K.
  • PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 0.04% of Summit Financial's portfolio in Q2 2026, its #451 holding.
  • Summit Financial first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q1 2025 and has held it in 6 quarters since.
  • Summit Financial's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $3.65M in Q1 2026.
  • 193 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2026.

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