Position in FMS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$633,868
New position
Shares Held
28,097
first reported quarter
Ownership
0.010%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Medical Care Facilities
Healthcare · as of Mar 31, 2026Summit Financial, LLC holds $5,054,411 across 6 Medical Care Facilities names. FMS ranks #3 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | THC |
Tenet Healthcare Corp
|
14,796 | $2,792,153 | |
| 2 | HCA |
HCA Healthcare, Inc.
|
1,944 | $919,978 | |
| 3 | FMS |
Fresenius Medical Care AG
This page
|
28,097 | $633,868 | |
| 4 | EHC |
Encompass Health Corp
|
4,223 | $408,490 | |
| 5 | SNDA |
Sonida Senior Living, Inc.
|
7,209 | $232,490 | |
| 6 | CMPS |
COMPASS Pathways plc
|
12,194 | $67,432 |
All Filings in FMS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $633,868 | 28,097 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||