Summit Financial Group, Inc.

SMMFDelisted May 3, 2024

Industry: State Commercial Banks
SEC CIK: 0000811808

SEC filings (opens in a new tab)

Summit Financial Group, Inc. was delisted on May 3, 2024; its insiders filed their last Form 4 on May 3, 2024; 91 institutions reported holding it in 13F filings for Q1 2024, worth $147.1M in total; no superinvestor held it.

Q2 2023 vs. Q1 2023

How the institutions holding Summit Financial Group, Inc. changed between Q1 2023 and Q2 2023.

All holders in Q2 2023 All holders in Q1 2023

13F holders of SMMF: Q1 2023 compared with Q2 2023
Measure	Q1 2023	Q2 2023	Change
Holders	70	75	+5
Shares	3.94M	4.16M	+221.3K (+5.6%)
Value	$81.8M	$86.0M	+$4.17M (+5.1%)

New holders (12)

Institutions that held Summit Financial Group, Inc. at the end of Q2 2023 but not at the end of Q1 2023.

Institutions new to SMMF in Q2 2023
Institution	Shares	Value	% of portfolio
Empowered Funds, LLC	43,308	$894.7K	0.03%
EA Series Trust	43,308	$894.7K	0.03%
Alliancebernstein L.P.	40,185	$830.2K	0.00%
LPL Financial LLC	39,462	$815.3K	0.00%
Fourthstone LLC	20,510	$423.7K	0.11%
Folger Nolan Fleming Douglas Capital Management, Inc	13,069	$270.0K	0.03%
Bank of Montreal	12,464	$269.6K	0.00%
Susquehanna International Group, LLP	11,335	$234.2K	0.00%
The PNC Financial Services Group, Inc.	3,044	$62.9K	0.00%
HHM Wealth Advisors, LLC	1,111	$23.0K	0.00%
Proequities, Inc.	101	$2.09K	0.00%
Nisa Investment Advisors, LLC	25	$517	0.00%

Sold out (7)

Institutions that held Summit Financial Group, Inc. at the end of Q1 2023 and filed for Q2 2023 without it.

Institutions that sold out of SMMF in Q2 2023
Institution	Shares, Q1 2023	Value, Q1 2023
BHZ Capital Management, LP	30,751	$638.1K
Quadrature Capital Ltd	24,617	$509.3K
Panagora Asset Management Inc	19,293	$400.3K
Marshall Wace, LLP	13,710	$284.5K
Trexquant Investment LP	12,162	$252.4K
New York State Teachers Retirement System	1,000	$21.0K
Gladius Capital Management LP	293	$6.08K