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Summit Financial’s Viking Holdings VIK Stock Holding History

Summit Financial’s Portfolio VIK Stock Details VIK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-4,301
Closed -$316K – 1636
2026
Q1 		$316K Sell
4,301
-206
-5% -$15.1K ﹤0.01% 1166
2025
Q4 		$322K Buy
+4,507
New +$288K ﹤0.01% 1055

Other funds holding VIK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Summit Financial's VIK Position: Q2 2026 in Review

Summit Financial sold out of Viking Holdings (VIK) in Q2 2026, closing a stake of 4,301 shares — an estimated $316K sold.

Summit Financial first reported a position in VIK in Q4 2025 and held it in 2 quarters. The position peaked at $322K in Q4 2025. 614 funds tracked by Wall St. Rank hold VIK as of Q2 2026.

  • Summit Financial reported no remaining Viking Holdings position as of Q2 2026 after selling out during the quarter.
  • Summit Financial sold 4,301 Viking Holdings shares in Q2 2026, an estimated $316K.
  • Summit Financial first reported a position in Viking Holdings in Q4 2025 and held it in 2 quarters.
  • Summit Financial's Viking Holdings position peaked at $322K in Q4 2025.
  • 614 funds tracked by Wall St. Rank held Viking Holdings as of Q2 2026.

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