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Summit Financial Strategies, Inc. → PRK
Summit Financial Strategies, Inc. PRK Position History
Park National Corporation • Financial Services
Quarters held
5
Latest value
$1.6M
Q3 2026
Peak value
$2.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.5M |
| Q4 2025 | $2.4M |
| Q1 2026 | $2.5M |
| Q2 2026 | $1.7M |
| Q3 2026 | $1.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.6M | 9.1K | — | — |
| Q2 2026 | $1.7M | 9.1K | — | — |
| Q1 2026 | $2.5M | 15.4K | — | — |
| Q4 2025 | $2.4M | 15.4K | — | — |
| Q3 2025 | $2.5M | 15.4K | — | — |
Other funds holding PRK
$229.7M
$164.1M
$159.9M
$159.9M
$139.2M
$122.1M