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Summit Financial’s PureCycle Technologies PCT Stock Holding History

Summit Financial’s Portfolio PCT Stock Details PCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-47,483
Closed -$408K – 1451
2025
Q4 		$408K Buy
47,483
+21,453
+82% +$228K 0.01% 954
2025
Q3 		$342K Buy
+26,030
New +$362K 0.01% 1021

Other funds holding PCT

SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $697M AUM 23.83% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SC
Shay Capital New York $1.2B AUM 37.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Summit Financial's PCT Position: Q1 2026 in Review

Summit Financial sold out of PureCycle Technologies (PCT) in Q1 2026, closing a stake of 47,483 shares — an estimated $408K sold.

Summit Financial first reported a position in PCT in Q3 2025 and held it in 2 quarters. The position peaked at $408K in Q4 2025. 300 funds tracked by Wall St. Rank hold PCT as of Q1 2026.

  • Summit Financial reported no remaining PureCycle Technologies position as of Q1 2026 after selling out during the quarter.
  • Summit Financial sold 47,483 PureCycle Technologies shares in Q1 2026, an estimated $408K.
  • Summit Financial first reported a position in PureCycle Technologies in Q3 2025 and held it in 2 quarters.
  • Summit Financial's PureCycle Technologies position peaked at $408K in Q4 2025.
  • 300 funds tracked by Wall St. Rank held PureCycle Technologies as of Q1 2026.

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