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Summit Financial’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Summit Financial’s Portfolio INDY Stock Details INDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$222K Sell
5,251
-131,193
-96% -$6.09M ﹤0.01% 1310
2025
Q4 		$6.73M Buy
136,444
+734
+0.5% +$38.3K 0.1% 202
2025
Q3 		$6.91M Buy
135,710
+6,678
+5% +$349K 0.11% 185
2025
Q2 		$7.02M Buy
129,032
+2,565
+2% +$135K 0.16% 117
2025
Q1 		$6.42M Buy
+126,467
New +$6.25M 0.18% 110

Other funds holding INDY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Summit Financial's INDY Position: Q1 2026 in Review

Summit Financial reduced its iShares S&P India Nifty 50 Index Fund (INDY) stake by 96% in Q1 2026, selling an estimated $6.09M and leaving 5,251 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #1310.

Summit Financial first reported a position in INDY in Q1 2025 and has held it in 5 quarters since. The position peaked at $7.02M in Q2 2025. 87 funds tracked by Wall St. Rank hold INDY as of Q1 2026.

  • Summit Financial held 5,251 shares of iShares S&P India Nifty 50 Index Fund worth $222K as of Q1 2026.
  • Summit Financial sold 131,193 iShares S&P India Nifty 50 Index Fund shares in Q1 2026, an estimated $6.09M.
  • iShares S&P India Nifty 50 Index Fund made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1310 holding.
  • Summit Financial first reported a position in iShares S&P India Nifty 50 Index Fund in Q1 2025 and has held it in 5 quarters since.
  • Summit Financial's iShares S&P India Nifty 50 Index Fund position peaked at $7.02M in Q2 2025.
  • 87 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q1 2026.

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