Summit Financial’s SelectQuote SLQT Stock Holding History

Summit Financial’s Portfolio SLQT Stock Details SLQT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$67K	Hold	79,625	–	–	﹤0.01%	1569
2026 Q1	$50.1K	Buy	+79,625	New	+$83.6K	﹤0.01%	1393

Other funds holding SLQT

ABI

Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Diametric Capital Boston, Massachusetts $948M AUM 47.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summit Financial's SLQT Position: Q2 2026 in Review

Summit Financial held its SelectQuote (SLQT) position steady in Q2 2026 at 79,625 shares worth $67K. The position accounts for ﹤0.01% of the portfolio, ranked #1569.

Summit Financial first reported a position in SLQT in Q1 2026 and has held it in 2 quarters since. 155 funds tracked by Wall St. Rank hold SLQT as of Q2 2026.

Summit Financial held 79,625 shares of SelectQuote worth $67K as of Q2 2026.
Summit Financial left its SelectQuote share count unchanged in Q2 2026.
SelectQuote made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1569 holding.
Summit Financial first reported a position in SelectQuote in Q1 2026 and has held it in 2 quarters since.
155 funds tracked by Wall St. Rank held SelectQuote as of Q2 2026.

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