Summit Financial Strategies, Inc.

Position in PRK — Park National Corp /Oh/

CIK 1625246 Columbus, OH

Position in PRK

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,657,523

-$867,289 QoQ

Shares Held

9,058

-41.4% QoQ

Ownership

0.050%

of shares outstanding

% of Portfolio

0.91%

of 13F equity value

Holder Rank

#55

of 271 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Summit Financial Strategies, Inc. holds $6,556,177 across 4 Banks - Regional names. PRK ranks #2 (25.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CIVB	Civista Bancshares, Inc.	142,614	$4,024,567
2	PRK	Park National Corp /Oh/ This page	9,058	$1,657,523
3	HBAN	Huntington Bancshares Inc /Md/	37,956	$672,959
4	FITB	Fifth Third Bancorp	3,568	$201,128

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,657,523	9,058	-41.4%	Shares	Sole	2026-07-24
2026-03-31	$2,524,812	15,447	0.0%	Shares	Sole	2026-05-01
2025-12-31	$2,350,724	15,447	0.0%	Shares	Sole	2026-01-27
2025-09-30	$2,510,600	15,447	-0.0%	Shares	Sole	2025-10-22
2025-06-30	$2,584,167	15,450	-3.7%	Shares	Sole	2025-07-17
2025-03-31	$2,429,213	16,045	+59.8%	Shares	Sole	2025-05-12
2024-12-31	$1,721,500	10,042	+9.2%	Shares	Sole	2025-01-22
2024-09-30	$1,544,408	9,194	+0.5%	Shares	Sole	2024-10-16
2024-06-30	$1,301,556	9,144	0.0%	Shares	Sole	2024-07-19
2024-03-31	$1,242,212	9,144	0.0%	Shares	Sole	2024-05-09
2023-12-31	$1,214,871	9,144	0.0%	Shares	Sole	2024-02-13
2023-09-30	$864,290	9,144	+0.3%	Shares	Sole	2023-10-24
2023-06-30	$933,056	9,119	+0.8%	Shares	Sole	2023-07-21
2023-03-31	$1,072,821	9,048	0.0%	Shares	Sole	2023-04-21
2022-12-31	$1,273,506	9,048	0.0%	Shares	Sole	2023-01-20
2022-09-30	$1,126,295	9,048	0.0%	Shares	Sole	2022-10-21
2022-06-30	$1,097,070	9,048	-2.2%	Shares	Sole	2022-07-25
2022-03-31	$1,215,002	9,248	-0.4%	Shares	Sole	2022-05-04
2021-12-31	$1,274,786	9,284	-10.2%	Shares	Sole	2022-02-03
2021-09-30	$1,260,231	10,334	0.0%	Shares	Sole	2021-11-10
2021-06-30	$1,213,418	10,334	+414.4%	Shares	Sole	2021-08-11
2021-03-31	$259,763	2,009	—	Shares	Sole	2021-05-11
No filing history on record for this holder in this stock.