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Summit Financial’s Mine Safety MSA Stock Holding History

Summit Financial’s Portfolio MSA Stock Details MSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$219K Buy
1,257
+10
+0.8% +$1.68K ﹤0.01% 1485
2026
Q1 		$204K Buy
+1,247
New +$228K ﹤0.01% 1344
2025
Q4 		– Sell
-1,247
Closed -$215K – 1316
2025
Q3 		$215K Sell
1,247
-15,202
-92% -$2.63M ﹤0.01% 1181
2025
Q2 		$2.76M Buy
16,449
+484
+3% +$75.7K 0.06% 247
2025
Q1 		$2.34M Buy
15,965
+14,718
+1,180% +$2.35M 0.07% 235
2024
Q4 		$207K Hold
1,247
– – 0.01% 616
2024
Q3 		$221K Buy
+1,247
New +$227K 0.01% 504

Other funds holding MSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

Summit Financial's MSA Position: Q2 2026 in Review

Summit Financial increased its Mine Safety (MSA) stake by 0.8% in Q2 2026, buying an estimated $1.68K and bringing the position to 1,257 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #1485.

Summit Financial first reported a position in MSA in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.76M in Q2 2025. 457 funds tracked by Wall St. Rank hold MSA as of Q2 2026.

  • Summit Financial held 1,257 shares of Mine Safety worth $219K as of Q2 2026.
  • Summit Financial bought 10 Mine Safety shares in Q2 2026, an estimated $1.68K.
  • Mine Safety made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1485 holding.
  • Summit Financial first reported a position in Mine Safety in Q3 2024 and has held it in 7 quarters since.
  • Summit Financial's Mine Safety position peaked at $2.76M in Q2 2025.
  • 457 funds tracked by Wall St. Rank held Mine Safety as of Q2 2026.

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