Summit Financial Group, Inc.
SMMFDelisted May 3, 2024- Industry
- State Commercial Banks
- SEC CIK
- 0000811808
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.
13F holders, Q2 2024
Institutional positions in Summit Financial Group, Inc. as of Jun 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
SMMF is no longer listed, and 13F filings after Q1 2024 list far fewer holders. See Q1 2024
- Institutional holders
- 1
- −89 vs. Q1 2024
- Shares held
- 4.48K
- −5.19M (−99.9%) vs. Q1 2024
- Total value
- $121.6K
- −$141.0M (−99.9%) vs. Q1 2024
- New holders
- 0
- 0 more added
- Sold out
- 89
- 0 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SMMF on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 0 | $0 |
| Q2 2025 | 0 | $0 |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 1 | $121.6K |
| Q1 2024 | 91 | $147.1M |
| Q4 2023 | 88 | $163.3M |
| Q3 2023 | 75 | $95.1M |
| Q2 2023 | 75 | $86.0M |
| Q1 2023 | 70 | $81.8M |
| Q4 2022 | 70 | $97.0M |
| Q3 2022 | 73 | $107.1M |
| Q2 2022 | 73 | $108.2M |
| Q1 2022 | 71 | $96.8M |
| Q4 2021 | 64 | $101.7M |
| Q3 2021 | 59 | $86.4M |
| Q2 2021 | 56 | $75.9M |
| Q1 2021 | 61 | $92.4M |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding Summit Financial Group, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pinnacle Financial Partners Inc | 4,477 | $121.6K | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 0 | $0 | 0.00% | −838,796−100.0% | Sold out |
| Dimensional Fund Advisors LP | 0 | $0 | 0.00% | −695,208−100.0% | Sold out |
| Vanguard Group Inc | 0 | $0 | 0.00% | −577,165−100.0% | Sold out |
| Geode Capital Management, LLC | 0 | $0 | 0.00% | −255,287−100.0% | Sold out |
| State Street Corp | 0 | $0 | 0.00% | −237,524−100.0% | Sold out |
| Fourthstone LLC | 0 | $0 | 0.00% | −214,537−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −171,193−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −167,183−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −139,090−100.0% | Sold out |
| EJF Capital LLC | 0 | $0 | 0.00% | −122,235−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −121,423−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −113,373−100.0% | Sold out |
| Northern Trust Corp | 0 | $0 | 0.00% | −113,032−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −86,260−100.0% | Sold out |
| Pinnacle Holdings, LLC | 0 | $0 | 0.00% | −86,002−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −79,276−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −75,152−100.0% | Sold out |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −68,901−100.0% | Sold out |
| AA Financial Advisors, LLC | 0 | $0 | 0.00% | −61,801−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −61,508−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −56,640−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −55,908−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −53,192−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −45,382−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −44,087−100.0% | Sold out |
| Yakira Capital Management, Inc. | 0 | $0 | 0.00% | −36,193−100.0% | Sold out |
| LSV Asset Management | 0 | $0 | 0.00% | −32,700−100.0% | Sold out |
| Morgan Stanley | 0 | $0 | 0.00% | −32,252−100.0% | Sold out |
| Charles Schwab Investment Management Inc | 0 | $0 | 0.00% | −31,878−100.0% | Sold out |
| Alliancebernstein L.P. | 0 | $0 | 0.00% | −29,672−100.0% | Sold out |
| Nuveen Asset Management, LLC | 0 | $0 | 0.00% | −26,785−100.0% | Sold out |
| Emerald Mutual Fund Advisers Trust | 0 | $0 | 0.00% | −25,937−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −24,311−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −23,328−100.0% | Sold out |
| Philadelphia Trust Co | 0 | $0 | 0.00% | −19,548−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −19,060−100.0% | Sold out |
| Rhumbline Advisers | 0 | $0 | 0.00% | −17,554−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −17,508−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −17,054−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −15,738−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −15,616−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −15,143−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −13,998−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −13,586−100.0% | Sold out |
| TCTC Holdings, LLC | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −12,200−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −11,965−100.0% | Sold out |
| Folger Nolan Fleming Douglas Capital Management, Inc | 0 | $0 | 0.00% | −10,883−100.0% | Sold out |
| Jentner Corp | 0 | $0 | 0.00% | −10,812−100.0% | Sold out |
| Buckingham Strategic Wealth, LLC | 0 | $0 | 0.00% | −10,200−100.0% | Sold out |
| Burney Co | 0 | $0 | 0.00% | −9,550−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −9,529−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −9,500−100.0% | Sold out |
| Wells Fargo & Company | 0 | $0 | 0.00% | −8,909−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −8,378−100.0% | Sold out |
| NTV Asset Management LLC | 0 | $0 | 0.00% | −8,325−100.0% | Sold out |
| Tiaa Trust, National Association | 0 | $0 | 0.00% | −8,290−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −8,168−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −8,091−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −7,151−100.0% | Sold out |
| Cito Capital Group, LLC | 0 | $0 | 0.00% | −7,012−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −6,657−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −6,385−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −5,511−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −5,291−100.0% | Sold out |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −5,102−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −4,600−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −3,922−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −3,857−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −3,044−100.0% | Sold out |
| Longfellow Investment Management Co LLC | 0 | $0 | 0.00% | −2,580−100.0% | Sold out |
| California State Teachers Retirement System | 0 | $0 | 0.00% | −2,561−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −2,412−100.0% | Sold out |
| First United Bank Trust | 0 | $0 | 0.00% | −2,286−100.0% | Sold out |
| HHM Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,111−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −999−100.0% | Sold out |
| Ameritas Investment Partners, Inc. | 0 | $0 | 0.00% | −955−100.0% | Sold out |
| Legal & General Group Plc | 0 | $0 | 0.00% | −888−100.0% | Sold out |
| Great West Life Assurance Co | 0 | $0 | 0.00% | −779−100.0% | Sold out |
| City Holding Co | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −595−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −396−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −230−100.0% | Sold out |
| Proequities, Inc. | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Covestor Ltd | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Summit Financial Group Inc | – | – | – | – | Not filed |