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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
Q1 		$13.3K Buy
+13,500
New +$18.1K ﹤0.01% 1397

Other funds holding UPXI

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACM
Arrington Capital Management Miami, Florida $97.1M AUM
MI
MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 77.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Summit Financial's UPXI Position: Q1 2026 in Review

Summit Financial opened a new position in Upexi (UPXI) in Q1 2026: 13,500 shares worth $13.3K. The stake represents ﹤0.01% of the portfolio and ranks #1397 among its holdings.

55 funds tracked by Wall St. Rank hold UPXI as of Q1 2026.

  • Summit Financial held 13,500 shares of Upexi worth $13.3K as of Q1 2026.
  • Upexi was a new Summit Financial position in Q1 2026.
  • Upexi made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1397 holding.
  • 55 funds tracked by Wall St. Rank held Upexi as of Q1 2026.

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