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Summit Financial’s Equinix EQIX Stock Holding History

Summit Financial’s Portfolio EQIX Stock Details EQIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$677K Sell
649
-92
-12% -$98.5K 0.01% 985
2026
Q1 		$727K Sell
741
-10
-1% -$8.89K 0.01% 886
2025
Q4 		$576K Sell
751
-4
-0.5% -$3.13K 0.01% 840
2025
Q3 		$592K Sell
755
-109
-13% -$85.2K 0.01% 837
2025
Q2 		$688K Sell
864
-49
-5% -$41.6K 0.02% 496
2025
Q1 		$744K Buy
913
+26
+3% +$23.4K 0.02% 429
2024
Q4 		$836K Buy
887
+552
+165% +$508K 0.03% 351
2024
Q3 		$297K Sell
335
-3
-0.9% -$2.46K 0.01% 464
2024
Q2 		$256K Buy
+338
New +$257K 0.01% 444

Other funds holding EQIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Summit Financial's EQIX Position: Q2 2026 in Review

Summit Financial reduced its Equinix (EQIX) stake by 12% in Q2 2026, selling an estimated $98.5K and leaving 649 shares worth $677K. The position accounts for 0.01% of the portfolio, ranked #985.

Summit Financial first reported a position in EQIX in Q2 2024 and has held it in 9 quarters since. The position peaked at $836K in Q4 2024. 1,365 funds tracked by Wall St. Rank hold EQIX as of Q2 2026.

  • Summit Financial held 649 shares of Equinix worth $677K as of Q2 2026.
  • Summit Financial sold 92 Equinix shares in Q2 2026, an estimated $98.5K.
  • Equinix made up 0.01% of Summit Financial's portfolio in Q2 2026, its #985 holding.
  • Summit Financial first reported a position in Equinix in Q2 2024 and has held it in 9 quarters since.
  • Summit Financial's Equinix position peaked at $836K in Q4 2024.
  • 1,365 funds tracked by Wall St. Rank held Equinix as of Q2 2026.

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