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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
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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Summit Financial's WAB Position: Q1 2026 in Review

Summit Financial opened a new position in Wabtec (WAB) in Q1 2026: 920 shares worth $230K. The stake represents ﹤0.01% of the portfolio and ranks #1299 among its holdings. This is a return to the name: Summit Financial previously reported a position in WAB as recently as Q2 2025.

Summit Financial first reported a position in WAB in Q2 2025 and has held it in 2 quarters since. 1,156 funds tracked by Wall St. Rank hold WAB as of Q1 2026.

  • Summit Financial held 920 shares of Wabtec worth $230K as of Q1 2026.
  • Wabtec was a new Summit Financial position in Q1 2026.
  • Wabtec made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1299 holding.
  • Summit Financial first reported a position in Wabtec in Q2 2025 and has held it in 2 quarters since.
  • 1,156 funds tracked by Wall St. Rank held Wabtec as of Q1 2026.

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