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Summit Financial’s ZIM Integrated Shipping Services ZIM Stock Holding History

Summit Financial’s Portfolio ZIM Stock Details ZIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-47,106
Closed -$1.24M – 1635
2026
Q1 		$1.24M Sell
47,106
-89
-0.2% -$2.22K 0.02% 702
2025
Q4 		$1M Hold
47,195
– – 0.01% 674
2025
Q3 		$639K Buy
+47,195
New +$716K 0.01% 801

Other funds holding ZIM

MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
YLHM
Yelin Lapidot Holdings Management Tel Aviv, Israel $527M AUM 50.16% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Summit Financial's ZIM Position: Q2 2026 in Review

Summit Financial sold out of ZIM Integrated Shipping Services (ZIM) in Q2 2026, closing a stake of 47,106 shares — an estimated $1.24M sold.

Summit Financial first reported a position in ZIM in Q3 2025 and held it in 3 quarters. The position peaked at $1.24M in Q1 2026. 246 funds tracked by Wall St. Rank hold ZIM as of Q2 2026.

  • Summit Financial reported no remaining ZIM Integrated Shipping Services position as of Q2 2026 after selling out during the quarter.
  • Summit Financial sold 47,106 ZIM Integrated Shipping Services shares in Q2 2026, an estimated $1.24M.
  • Summit Financial first reported a position in ZIM Integrated Shipping Services in Q3 2025 and held it in 3 quarters.
  • Summit Financial's ZIM Integrated Shipping Services position peaked at $1.24M in Q1 2026.
  • 246 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q2 2026.

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