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Summit Financial’s Genworth Financial GNW Stock Holding History

Summit Financial’s Portfolio GNW Stock Details GNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$155K Buy
+16,400
New +$146K ﹤0.01% 1549
2024
Q1 		– Sell
-288,631
Closed -$1.93M – 394
2023
Q4 		$1.93M Buy
+288,631
New +$1.75M 0.13% 108

Other funds holding GNW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summit Financial's GNW Position: Q2 2026 in Review

Summit Financial opened a new position in Genworth Financial (GNW) in Q2 2026: 16,400 shares worth $155K. The stake represents ﹤0.01% of the portfolio and ranks #1549 among its holdings. This is a return to the name: Summit Financial previously reported a position in GNW as recently as Q4 2023.

Summit Financial first reported a position in GNW in Q4 2023 and has held it in 2 quarters since. The position peaked at $1.93M in Q4 2023. 368 funds tracked by Wall St. Rank hold GNW as of Q2 2026.

  • Summit Financial held 16,400 shares of Genworth Financial worth $155K as of Q2 2026.
  • Genworth Financial was a new Summit Financial position in Q2 2026.
  • Genworth Financial made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1549 holding.
  • Summit Financial first reported a position in Genworth Financial in Q4 2023 and has held it in 2 quarters since.
  • Summit Financial's Genworth Financial position peaked at $1.93M in Q4 2023.
  • 368 funds tracked by Wall St. Rank held Genworth Financial as of Q2 2026.

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