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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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
AFFA
ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return

Summit Financial's GVAL Position: Q1 2026 in Review

Summit Financial increased its Cambria Global Value ETF (GVAL) stake by 56% in Q1 2026, buying an estimated $1.83M and bringing the position to 149,759 shares worth $4.97M. The position accounts for 0.06% of the portfolio, ranked #318.

Summit Financial first reported a position in GVAL in Q3 2025 and has held it in 3 quarters since. 74 funds tracked by Wall St. Rank hold GVAL as of Q1 2026.

  • Summit Financial held 149,759 shares of Cambria Global Value ETF worth $4.97M as of Q1 2026.
  • Summit Financial bought 53,825 Cambria Global Value ETF shares in Q1 2026, an estimated $1.83M.
  • Cambria Global Value ETF made up 0.06% of Summit Financial's portfolio in Q1 2026, its #318 holding.
  • Summit Financial first reported a position in Cambria Global Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 74 funds tracked by Wall St. Rank held Cambria Global Value ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.