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Summit Financial’s Ford F Stock Holding History

Summit Financial’s Portfolio F Stock Details F Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.37M Buy
98,507
+7,654
+8% +$103K 0.02% 740
2026
Q1 		$1.05M Buy
90,853
+1,177
+1% +$15.5K 0.01% 761
2025
Q4 		$1.18M Buy
89,676
+24,502
+38% +$316K 0.02% 611
2025
Q3 		$779K Buy
65,174
+20,656
+46% +$238K 0.01% 728
2025
Q2 		$483K Buy
44,518
+1,805
+4% +$18.4K 0.01% 580
2025
Q1 		$428K Buy
42,713
+1,302
+3% +$12.7K 0.01% 550
2024
Q4 		$410K Sell
41,411
-2,303
-5% -$24.6K 0.01% 477
2024
Q3 		$462K Sell
43,714
-1,450
-3% -$16.6K 0.02% 388
2024
Q2 		$566K Buy
45,164
+12,964
+40% +$160K 0.03% 306
2024
Q1 		$428K Buy
32,200
+4,664
+17% +$56.5K 0.03% 280
2023
Q4 		$336K Sell
27,536
-1,496
-5% -$16.6K 0.02% 286
2023
Q3 		$361K Buy
29,032
+804
+3% +$10.4K 0.03% 276
2023
Q2 		$427K Buy
28,228
+7,135
+34% +$90.3K 0.03% 247
2023
Q1 		$266K Buy
21,093
+711
+3% +$8.9K 0.02% 220
2022
Q4 		$237K Sell
20,382
-799
-4% -$10.3K 0.02% 223
2022
Q3 		$237K Sell
21,181
-9,298
-31% -$130K 0.02% 225
2022
Q2 		$339K Sell
30,479
-9,716
-24% -$133K 0.03% 188
2022
Q1 		$680K Buy
40,195
+1,619
+4% +$30.8K 0.05% 155
2021
Q4 		$801K Buy
38,576
+18,337
+91% +$337K 0.06% 131
2021
Q3 		$287K Buy
20,239
+3,632
+22% +$49.4K 0.02% 187
2021
Q2 		$247K Buy
+16,607
New +$221K 0.02% 153

Other funds holding F

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Summit Financial's F Position: Q2 2026 in Review

Summit Financial increased its Ford (F) stake by 8.4% in Q2 2026, buying an estimated $103K and bringing the position to 98,507 shares worth $1.37M. The position accounts for 0.02% of the portfolio, ranked #740.

Summit Financial first reported a position in F in Q2 2021 and has held it in 21 quarters since. 1,741 funds tracked by Wall St. Rank hold F as of Q2 2026.

  • Summit Financial held 98,507 shares of Ford worth $1.37M as of Q2 2026.
  • Summit Financial bought 7,654 Ford shares in Q2 2026, an estimated $103K.
  • Ford made up 0.02% of Summit Financial's portfolio in Q2 2026, its #740 holding.
  • Summit Financial first reported a position in Ford in Q2 2021 and has held it in 21 quarters since.
  • 1,741 funds tracked by Wall St. Rank held Ford as of Q2 2026.

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