SF
ROKU icon

Summit Financial’s Roku ROKU Stock Holding History

Summit Financial’s Portfolio ROKU Stock Details ROKU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$564K Buy
4,080
+1,332
+48% +$162K 0.01% 1050
2026
Q1 		$260K Buy
2,748
+6
+0.2% +$584 ﹤0.01% 1251
2025
Q4 		$297K Sell
2,742
-472
-15% -$47.9K ﹤0.01% 1091
2025
Q3 		$322K Buy
3,214
+124
+4% +$11.4K ﹤0.01% 1037
2025
Q2 		$272K Buy
+3,090
New +$216K 0.01% 712
2021
Q4 		– Sell
-675
Closed -$212K – 246
2021
Q3 		$212K Sell
675
-25
-4% -$9.42K 0.02% 214
2021
Q2 		$321K Buy
+700
New +$248K 0.03% 123

Other funds holding ROKU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Summit Financial's ROKU Position: Q2 2026 in Review

Summit Financial increased its Roku (ROKU) stake by 48% in Q2 2026, buying an estimated $162K and bringing the position to 4,080 shares worth $564K. The position accounts for 0.01% of the portfolio, ranked #1050.

Summit Financial first reported a position in ROKU in Q2 2021 and has held it in 7 quarters since. 785 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

  • Summit Financial held 4,080 shares of Roku worth $564K as of Q2 2026.
  • Summit Financial bought 1,332 Roku shares in Q2 2026, an estimated $162K.
  • Roku made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1050 holding.
  • Summit Financial first reported a position in Roku in Q2 2021 and has held it in 7 quarters since.
  • 785 funds tracked by Wall St. Rank held Roku as of Q2 2026.

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