Summit Financial’s Kellanova K Stock Holding History

Summit Financial’s Portfolio K Stock Details K Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,906	Closed	-$238K	–	1311
2025 Q3	$238K	Buy	+2,906	New	+$231K	﹤0.01%	1144
2022 Q4	–	Sell	-3,243	Closed	-$212K	–	259
2022 Q3	$212K	Buy	+3,243	New	+$223K	0.02%	241

Other funds holding K

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BPMC

Buckland Partners Management Co Harrison, New York $165M AUM

TIM

Tevis Investment Management Plano, Texas $176M AUM 18.14% 1-Year Est. Return

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Summit Financial's K Position: Q4 2025 in Review

Summit Financial sold out of Kellanova (K) in Q4 2025, closing a stake of 2,906 shares — an estimated $238K sold.

Summit Financial first reported a position in K in Q3 2022 and held it in 2 quarters. The position peaked at $238K in Q3 2025. 6 funds tracked by Wall St. Rank hold K as of Q4 2025.

Summit Financial reported no remaining Kellanova position as of Q4 2025 after selling out during the quarter.
Summit Financial sold 2,906 Kellanova shares in Q4 2025, an estimated $238K.
Summit Financial first reported a position in Kellanova in Q3 2022 and held it in 2 quarters.
Summit Financial's Kellanova position peaked at $238K in Q3 2025.
6 funds tracked by Wall St. Rank held Kellanova as of Q4 2025.

Based on Summit Financial's 13F filing for Q4 2025, filed 13 Feb 2026.