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Summit Financial’s Seagate STX Stock Holding History

Summit Financial’s Portfolio STX Stock Details STX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.63M Buy
6,698
+2,578
+63% +$984K 0.03% 502
2025
Q4 		$1.14M Sell
4,120
-3,149
-43% -$817K 0.02% 619
2025
Q3 		$1.72M Buy
7,269
+42
+0.6% +$7.17K 0.03% 510
2025
Q2 		$1.05M Buy
+7,227
New +$748K 0.02% 411

Other funds holding STX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Financial's STX Position: Q1 2026 in Review

Summit Financial increased its Seagate (STX) stake by 63% in Q1 2026, buying an estimated $984K and bringing the position to 6,698 shares worth $2.63M. The position accounts for 0.03% of the portfolio, ranked #502.

Summit Financial first reported a position in STX in Q2 2025 and has held it in 4 quarters since. 1,455 funds tracked by Wall St. Rank hold STX as of Q1 2026.

  • Summit Financial held 6,698 shares of Seagate worth $2.63M as of Q1 2026.
  • Summit Financial bought 2,578 Seagate shares in Q1 2026, an estimated $984K.
  • Seagate made up 0.03% of Summit Financial's portfolio in Q1 2026, its #502 holding.
  • Summit Financial first reported a position in Seagate in Q2 2025 and has held it in 4 quarters since.
  • 1,455 funds tracked by Wall St. Rank held Seagate as of Q1 2026.

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