Position in FMS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$638,235
+$4,367 QoQ
Shares Held
28,228
+0.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#70
of 232 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FMS Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Summit Financial, LLC holds $5,226,004 across 7 Medical Care Facilities names. FMS ranks #3 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | THC |
Tenet Healthcare Corp
|
14,931 | $2,793,291 | |
| 2 | HCA |
HCA Healthcare, Inc.
|
2,052 | $800,054 | |
| 3 | FMS |
Fresenius Medical Care AG
This page
|
28,228 | $638,235 | |
| 4 | EHC |
Encompass Health Corp
|
3,848 | $388,955 | |
| 5 | SNDA |
Sonida Senior Living, Inc.
|
7,209 | $294,127 | |
| 6 | CMPS |
COMPASS Pathways plc
|
12,194 | $172,545 | |
| 7 | DCGO |
DocGo Inc.
|
268,987 | $138,797 |
All Filings in FMS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $638,235 | 28,228 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $633,868 | 28,097 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||