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Summit Financial’s Cambria Global Value ETF GVAL Stock Holding History

Summit Financial’s Portfolio GVAL Stock Details GVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.98M Buy
166,109
+16,350
+11% +$581K 0.07% 304
2026
Q1 		$4.97M Buy
149,759
+53,825
+56% +$1.83M 0.06% 318
2025
Q4 		$3.02M Sell
95,934
-10,355
-10% -$315K 0.04% 378
2025
Q3 		$3.11M Buy
+106,289
New +$3.02M 0.05% 365

Other funds holding GVAL

AFFA
ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Summit Financial's GVAL Position: Q2 2026 in Review

Summit Financial increased its Cambria Global Value ETF (GVAL) stake by 11% in Q2 2026, buying an estimated $581K and bringing the position to 166,109 shares worth $5.98M. The position accounts for 0.07% of the portfolio, ranked #304.

Summit Financial first reported a position in GVAL in Q3 2025 and has held it in 4 quarters since. 80 funds tracked by Wall St. Rank hold GVAL as of Q2 2026.

  • Summit Financial held 166,109 shares of Cambria Global Value ETF worth $5.98M as of Q2 2026.
  • Summit Financial bought 16,350 Cambria Global Value ETF shares in Q2 2026, an estimated $581K.
  • Cambria Global Value ETF made up 0.07% of Summit Financial's portfolio in Q2 2026, its #304 holding.
  • Summit Financial first reported a position in Cambria Global Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 80 funds tracked by Wall St. Rank held Cambria Global Value ETF as of Q2 2026.

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