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Summit Financial’s Wabtec WAB Stock Holding History

Summit Financial’s Portfolio WAB Stock Details WAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$318K Buy
1,179
+259
+28% +$68.5K ﹤0.01% 1307
2026
Q1 		$230K Buy
+920
New +$222K ﹤0.01% 1299
2025
Q3 		– Sell
-1,098
Closed -$230K – 1268
2025
Q2 		$230K Buy
+1,098
New +$211K 0.01% 753

Other funds holding WAB

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Summit Financial's WAB Position: Q2 2026 in Review

Summit Financial increased its Wabtec (WAB) stake by 28% in Q2 2026, buying an estimated $68.5K and bringing the position to 1,179 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #1307.

Summit Financial first reported a position in WAB in Q2 2025 and has held it in 3 quarters since. 1,190 funds tracked by Wall St. Rank hold WAB as of Q2 2026.

  • Summit Financial held 1,179 shares of Wabtec worth $318K as of Q2 2026.
  • Summit Financial bought 259 Wabtec shares in Q2 2026, an estimated $68.5K.
  • Wabtec made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1307 holding.
  • Summit Financial first reported a position in Wabtec in Q2 2025 and has held it in 3 quarters since.
  • 1,190 funds tracked by Wall St. Rank held Wabtec as of Q2 2026.

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