SF
ESPR

Summit Financial’s Esperion Therapeutics ESPR Stock Holding History

Summit Financial’s Portfolio ESPR Stock Details ESPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$271K Sell
85,738
-40,635
-32% -$114K ﹤0.01% 1377
2026
Q1 		$346K Buy
126,373
+19,110
+18% +$60.5K ﹤0.01% 1126
2025
Q4 		$397K Buy
107,263
+8,625
+9% +$27.9K 0.01% 963
2025
Q3 		$261K Buy
98,638
+23,853
+32% +$46.1K ﹤0.01% 1113
2025
Q2 		$74.3K Buy
74,785
+9,591
+15% +$9.6K ﹤0.01% 807
2025
Q1 		$93.9K Buy
65,194
+18,666
+40% +$34.4K ﹤0.01% 703
2024
Q4 		$102K Buy
46,528
+7,150
+18% +$16.7K ﹤0.01% 630
2024
Q3 		$65K Buy
39,378
+6,691
+20% +$13.5K ﹤0.01% 539
2024
Q2 		$72.6K Buy
32,687
+6,823
+26% +$16.1K ﹤0.01% 487
2024
Q1 		$69.3K Buy
25,864
+10,355
+67% +$25.2K ﹤0.01% 381
2023
Q4 		$46.4K Buy
15,509
+3,622
+30% +$4.7K ﹤0.01% 350
2023
Q3 		$11.6K Buy
+11,887
New +$17.2K ﹤0.01% 330

Other funds holding ESPR

GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TC
Trium Capital London, United Kingdom $163M AUM 45.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
OBAM
ODDO BHF Asset Management Paris, France $2.16B AUM 43.32% 1-Year Est. Return

Summit Financial's ESPR Position: Q2 2026 in Review

Summit Financial reduced its Esperion Therapeutics (ESPR) stake by 32% in Q2 2026, selling an estimated $114K and leaving 85,738 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #1377.

Summit Financial first reported a position in ESPR in Q3 2023 and has held it in 12 quarters since. The position peaked at $397K in Q4 2025. 191 funds tracked by Wall St. Rank hold ESPR as of Q2 2026.

  • Summit Financial held 85,738 shares of Esperion Therapeutics worth $271K as of Q2 2026.
  • Summit Financial sold 40,635 Esperion Therapeutics shares in Q2 2026, an estimated $114K.
  • Esperion Therapeutics made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1377 holding.
  • Summit Financial first reported a position in Esperion Therapeutics in Q3 2023 and has held it in 12 quarters since.
  • Summit Financial's Esperion Therapeutics position peaked at $397K in Q4 2025.
  • 191 funds tracked by Wall St. Rank held Esperion Therapeutics as of Q2 2026.

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