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Summit Financial’s Macerich MAC Stock Holding History

Summit Financial’s Portfolio MAC Stock Details MAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$695K Hold
27,577
– – 0.01% 975
2026
Q1 		$521K Sell
27,577
-1
-0% -$19 0.01% 980
2025
Q4 		$509K Buy
27,578
+18
+0.1% +$317 0.01% 887
2025
Q3 		$502K Buy
27,560
+14
+0.1% +$242 0.01% 880
2025
Q2 		$446K Sell
27,546
-1
-0% -$15 0.01% 591
2025
Q1 		$473K Hold
27,547
– – 0.01% 525
2024
Q4 		$549K Buy
+27,547
New +$538K 0.02% 429

Other funds holding MAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SCM
Smead Capital Management Phoenix, Arizona $4.66B AUM 41.77% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Summit Financial's MAC Position: Q2 2026 in Review

Summit Financial held its Macerich (MAC) position steady in Q2 2026 at 27,577 shares worth $695K. The position accounts for 0.01% of the portfolio, ranked #975.

Summit Financial first reported a position in MAC in Q4 2024 and has held it in 7 quarters since. 347 funds tracked by Wall St. Rank hold MAC as of Q2 2026.

  • Summit Financial held 27,577 shares of Macerich worth $695K as of Q2 2026.
  • Summit Financial left its Macerich share count unchanged in Q2 2026.
  • Macerich made up 0.01% of Summit Financial's portfolio in Q2 2026, its #975 holding.
  • Summit Financial first reported a position in Macerich in Q4 2024 and has held it in 7 quarters since.
  • 347 funds tracked by Wall St. Rank held Macerich as of Q2 2026.

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