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Summit Financial’s Dolby DLB Stock Holding History

Summit Financial’s Portfolio DLB Stock Details DLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$216K Sell
4,101
-271
-6% -$15.5K ﹤0.01% 1492
2026
Q1 		$263K Buy
+4,372
New +$277K ﹤0.01% 1245

Other funds holding DLB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Summit Financial's DLB Position: Q2 2026 in Review

Summit Financial reduced its Dolby (DLB) stake by 6.2% in Q2 2026, selling an estimated $15.5K and leaving 4,101 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #1492.

Summit Financial first reported a position in DLB in Q1 2026 and has held it in 2 quarters since. The position peaked at $263K in Q1 2026. 391 funds tracked by Wall St. Rank hold DLB as of Q2 2026.

  • Summit Financial held 4,101 shares of Dolby worth $216K as of Q2 2026.
  • Summit Financial sold 271 Dolby shares in Q2 2026, an estimated $15.5K.
  • Dolby made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1492 holding.
  • Summit Financial first reported a position in Dolby in Q1 2026 and has held it in 2 quarters since.
  • Summit Financial's Dolby position peaked at $263K in Q1 2026.
  • 391 funds tracked by Wall St. Rank held Dolby as of Q2 2026.

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