SF
WCN

Summit Financial’s Waste Connections WCN Stock Holding History

Summit Financial’s Portfolio WCN Stock Details WCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$266K Sell
1,637
-145
-8% -$24.2K ﹤0.01% 1237
2025
Q4 		$312K Buy
1,782
+5
+0.3% +$864 ﹤0.01% 1072
2025
Q3 		$312K Sell
1,777
-185
-9% -$33.7K ﹤0.01% 1045
2025
Q2 		$366K Sell
1,962
-59
-3% -$11.4K 0.01% 641
2025
Q1 		$395K Buy
2,021
+34
+2% +$6.29K 0.01% 568
2024
Q4 		$341K Sell
1,987
-534
-21% -$97K 0.01% 514
2024
Q3 		$451K Buy
+2,521
New +$456K 0.02% 389

Other funds holding WCN

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Summit Financial's WCN Position: Q1 2026 in Review

Summit Financial reduced its Waste Connections (WCN) stake by 8.1% in Q1 2026, selling an estimated $24.2K and leaving 1,637 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #1237.

Summit Financial first reported a position in WCN in Q3 2024 and has held it in 7 quarters since. The position peaked at $451K in Q3 2024. 794 funds tracked by Wall St. Rank hold WCN as of Q1 2026.

  • Summit Financial held 1,637 shares of Waste Connections worth $266K as of Q1 2026.
  • Summit Financial sold 145 Waste Connections shares in Q1 2026, an estimated $24.2K.
  • Waste Connections made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1237 holding.
  • Summit Financial first reported a position in Waste Connections in Q3 2024 and has held it in 7 quarters since.
  • Summit Financial's Waste Connections position peaked at $451K in Q3 2024.
  • 794 funds tracked by Wall St. Rank held Waste Connections as of Q1 2026.

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