Summit Financial
STBF icon

Summit Financial’s Performance Trust Short Term Bond ETF STBF Stock Holding History

Summit Financial’s Portfolio STBF Stock Details STBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$522K Buy
20,565
+5,129
+33% +$130K 0.01% 1073
2026
Q1 		$391K Buy
15,436
+1,868
+14% +$47.5K 0.01% 1076
2025
Q4 		$344K Buy
+13,568
New +$345K 0.01% 1023

Other funds holding STBF

Rothschild Investment LLC
Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DKM Wealth Management
DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return
Blue Jean Financial
Blue Jean Financial Albany, New York $163M AUM 49.58% 1-Year Est. Return
Winebrenner Capital Management
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Bellevue Asset Management
Bellevue Asset Management Bellevue, Washington $217M AUM 14.36% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Chicago Wealth Management
Chicago Wealth Management Chicago, Illinois $282M AUM 54.35% 1-Year Est. Return

Summit Financial's STBF Position: Q2 2026 in Review

Summit Financial increased its Performance Trust Short Term Bond ETF (STBF) stake by 33% in Q2 2026, buying an estimated $130K and bringing the position to 20,565 shares worth $522K. The position accounts for 0.01% of the portfolio, ranked #1073.

Summit Financial first reported a position in STBF in Q4 2025 and has held it in 3 quarters since. 25 funds tracked by Wall St. Rank hold STBF as of Q2 2026.

  • Summit Financial held 20,565 shares of Performance Trust Short Term Bond ETF worth $522K as of Q2 2026.
  • Summit Financial bought 5,129 Performance Trust Short Term Bond ETF shares in Q2 2026, an estimated $130K.
  • Performance Trust Short Term Bond ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1073 holding.
  • Summit Financial first reported a position in Performance Trust Short Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 25 funds tracked by Wall St. Rank held Performance Trust Short Term Bond ETF as of Q2 2026.

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