Summit Financial’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History

Summit Financial’s Portfolio PPLT Stock Details PPLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$542K	Buy	30,400 +1,130	+4%	+$22.6K	0.01%	968
2025 Q4	$546K	Hold	29,270	–	–	0.01%	871
2025 Q3	$418K	Hold	29,270	–	–	0.01%	946
2025 Q2	$360K	Hold	29,270	–	–	0.01%	645
2025 Q1	$267K	Hold	29,270	–	–	0.01%	636
2024 Q4	$243K	Buy	+29,270	New	+$259K	0.01%	583

Other funds holding PPLT

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HCM

Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PCM

PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Summit Financial's PPLT Position: Q1 2026 in Review

Summit Financial increased its abrdn Physical Platinum Shares ETF (PPLT) stake by 3.9% in Q1 2026, buying an estimated $22.6K and bringing the position to 30,400 shares worth $542K. The position accounts for 0.01% of the portfolio, ranked #968.

Summit Financial first reported a position in PPLT in Q4 2024 and has held it in 6 quarters since. The position peaked at $546K in Q4 2025. 223 funds tracked by Wall St. Rank hold PPLT as of Q1 2026.

Summit Financial held 30,400 shares of abrdn Physical Platinum Shares ETF worth $542K as of Q1 2026.
Summit Financial bought 1,130 abrdn Physical Platinum Shares ETF shares in Q1 2026, an estimated $22.6K.
abrdn Physical Platinum Shares ETF made up 0.01% of Summit Financial's portfolio in Q1 2026, its #968 holding.
Summit Financial first reported a position in abrdn Physical Platinum Shares ETF in Q4 2024 and has held it in 6 quarters since.
Summit Financial's abrdn Physical Platinum Shares ETF position peaked at $546K in Q4 2025.
223 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q1 2026.

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