SF
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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
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 $645B AUM 30.41% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Summit Financial's VIK Position: Q1 2026 in Review

Summit Financial reduced its Viking Holdings (VIK) stake by 4.6% in Q1 2026, selling an estimated $15.1K and leaving 4,301 shares worth $316K. The position accounts for ﹤0.01% of the portfolio, ranked #1166.

Summit Financial first reported a position in VIK in Q4 2025 and has held it in 2 quarters since. The position peaked at $322K in Q4 2025. 504 funds tracked by Wall St. Rank hold VIK as of Q1 2026.

  • Summit Financial held 4,301 shares of Viking Holdings worth $316K as of Q1 2026.
  • Summit Financial sold 206 Viking Holdings shares in Q1 2026, an estimated $15.1K.
  • Viking Holdings made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1166 holding.
  • Summit Financial first reported a position in Viking Holdings in Q4 2025 and has held it in 2 quarters since.
  • Summit Financial's Viking Holdings position peaked at $322K in Q4 2025.
  • 504 funds tracked by Wall St. Rank held Viking Holdings as of Q1 2026.

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