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Summit Financial’s Upexi UPXI Stock Holding History

Summit Financial’s Portfolio UPXI Stock Details UPXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.8K Buy
15,000
+1,500
+11% +$1.74K ﹤0.01% 1580
2026
Q1 		$13.3K Buy
+13,500
New +$18.1K ﹤0.01% 1397

Other funds holding UPXI

ACM
Arrington Capital Management Miami, Florida $163M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MI
MMCAP International Grand Cayman, Cayman Islands $1.18B AUM 50.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Summit Financial's UPXI Position: Q2 2026 in Review

Summit Financial increased its Upexi (UPXI) stake by 11% in Q2 2026, buying an estimated $1.74K and bringing the position to 15,000 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1580.

Summit Financial first reported a position in UPXI in Q1 2026 and has held it in 2 quarters since. The position peaked at $13.3K in Q1 2026. 47 funds tracked by Wall St. Rank hold UPXI as of Q2 2026.

  • Summit Financial held 15,000 shares of Upexi worth $11.8K as of Q2 2026.
  • Summit Financial bought 1,500 Upexi shares in Q2 2026, an estimated $1.74K.
  • Upexi made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1580 holding.
  • Summit Financial first reported a position in Upexi in Q1 2026 and has held it in 2 quarters since.
  • Summit Financial's Upexi position peaked at $13.3K in Q1 2026.
  • 47 funds tracked by Wall St. Rank held Upexi as of Q2 2026.

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