Summit Financial, LLC

Position in WOR — Worthington Enterprises, Inc.

CIK 1765536 PARSIPPANY, NJ

Position in WOR

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,641,937

-$16,584 QoQ

Shares Held

30,542

-4.0% QoQ

Ownership

0.062%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#81

of 286 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Summit Financial, LLC holds $4,038,004 across 3 Metal Fabrication names. WOR ranks #2 (40.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MLI	Mueller Industries Inc	33,734	$2,073,460
2	WOR	Worthington Enterprises, Inc. This page	30,542	$1,641,937
3	CRS	Carpenter Technology Corp	523	$322,607

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,641,937	30,542	-4.0%	Shares	Sole	2026-08-12
2026-03-31	$1,658,521	31,809	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.