Summit Global Investments’s Ford F Stock Holding History

Summit Global Investments’s Portfolio F Stock Details F Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$326K	Buy	+23,434	New	+$316K	0.02%	432
2025 Q4	–	Sell	-24,136	Closed	-$289K	–	502
2025 Q3	$289K	Buy	+24,136	New	+$278K	0.02%	401
2025 Q2	–	Sell	-18,316	Closed	-$184K	–	490
2025 Q1	$184K	Sell	18,316 -23,482	-56%	-$229K	0.01%	418
2024 Q4	$414K	Buy	41,798 +8,209	+24%	+$87.5K	0.03%	397
2024 Q3	$355K	Sell	33,589 -71,470	-68%	-$818K	0.02%	406
2024 Q2	$1.32M	Buy	105,059 +93,440	+804%	+$1.16M	0.09%	185
2024 Q1	$154K	Sell	11,619 -756	-6%	-$9.16K	0.01%	486
2023 Q4	$151K	Sell	12,375 -363	-3%	-$4.04K	0.01%	496
2023 Q3	$158K	Sell	12,738 -2,030	-14%	-$26.4K	0.01%	495
2023 Q2	$223K	Buy	+14,768	New	+$187K	0.01%	494
2022 Q1	–	Sell	-192,442	Closed	-$4M	–	499
2021 Q4	$4M	Buy	+192,442	New	+$3.54M	0.26%	84
2018 Q2	–	Sell	-48,434	Closed	-$537K	–	280
2018 Q1	$537K	Buy	+48,434	New	+$546K	0.09%	210

Other funds holding F

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Summit Global Investments's F Position: Q2 2026 in Review

Summit Global Investments opened a new position in Ford (F) in Q2 2026: 23,434 shares worth $326K. The stake represents 0.02% of the portfolio and ranks #432 among its holdings. This is a return to the name: Summit Global Investments previously reported a position in F as recently as Q3 2025.

Summit Global Investments first reported a position in F in Q1 2018 and has held it in 12 quarters since. The position peaked at $4M in Q4 2021. 1,731 funds tracked by Wall St. Rank hold F as of Q2 2026.

Summit Global Investments held 23,434 shares of Ford worth $326K as of Q2 2026.
Ford was a new Summit Global Investments position in Q2 2026.
Ford made up 0.02% of Summit Global Investments's portfolio in Q2 2026, its #432 holding.
Summit Global Investments first reported a position in Ford in Q1 2018 and has held it in 12 quarters since.
Summit Global Investments's Ford position peaked at $4M in Q4 2021.
1,731 funds tracked by Wall St. Rank held Ford as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.