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Summit Financial’s Viking Therapeutics VKTX Stock Holding History

Summit Financial’s Portfolio VKTX Stock Details VKTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.61M Buy
66,785
+5,616
+9% +$181K 0.03% 557
2026
Q1 		$1.99M Buy
61,169
+3,997
+7% +$128K 0.03% 577
2025
Q4 		$2.01M Sell
57,172
-966
-2% -$34.2K 0.03% 491
2025
Q3 		$1.53M Buy
+58,138
New +$1.73M 0.02% 537

Other funds holding VKTX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Summit Financial's VKTX Position: Q2 2026 in Review

Summit Financial increased its Viking Therapeutics (VKTX) stake by 9.2% in Q2 2026, buying an estimated $181K and bringing the position to 66,785 shares worth $2.61M. The position accounts for 0.03% of the portfolio, ranked #557.

Summit Financial first reported a position in VKTX in Q3 2025 and has held it in 4 quarters since. 432 funds tracked by Wall St. Rank hold VKTX as of Q2 2026.

  • Summit Financial held 66,785 shares of Viking Therapeutics worth $2.61M as of Q2 2026.
  • Summit Financial bought 5,616 Viking Therapeutics shares in Q2 2026, an estimated $181K.
  • Viking Therapeutics made up 0.03% of Summit Financial's portfolio in Q2 2026, its #557 holding.
  • Summit Financial first reported a position in Viking Therapeutics in Q3 2025 and has held it in 4 quarters since.
  • 432 funds tracked by Wall St. Rank held Viking Therapeutics as of Q2 2026.

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