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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $19.4B AUM 16.7% 1-Year Est. Return