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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.

Q2 2024 vs. Q1 2024

How the institutions holding Summit Financial Group, Inc. changed between Q1 2024 and Q2 2024.

All holders in Q2 2024All holders in Q1 2024

13F holders of SMMF: Q1 2024 compared with Q2 2024
MeasureQ1 2024Of which not filed for Q2 2024Q2 2024Change
Holders9111−89
Shares5.41M219.4K4.48K−5.19M (−99.9%)
Value$147.1M$5.96M$121.6K−$141.0M (−99.9%)

1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (0)

Institutions that held Summit Financial Group, Inc. at the end of Q2 2024 but not at the end of Q1 2024.

None.

Sold out (89)

Institutions that held Summit Financial Group, Inc. at the end of Q1 2024 and filed for Q2 2024 without it.

Institutions that sold out of SMMF in Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
BlackRock Inc.838,796$22.8M
Dimensional Fund Advisors LP695,208$18.9M
Vanguard Group Inc577,165$15.7M
Geode Capital Management, LLC255,287$6.93M
State Street Corp237,524$6.45M
Fourthstone LLC214,537$5.83M
Royce & Associates LP171,193$4.65M
Renaissance Technologies LLC167,183$4.54M
American Century Companies Inc139,090$3.78M
EJF Capital LLC122,235$3.32M
Bridgeway Capital Management, LLC121,423$3.30M
Skandinaviska Enskilda Banken AB (publ)113,373$3.08M
Northern Trust Corp113,032$3.07M
Verdence Capital Advisors LLC86,260$2.34M
Pinnacle Holdings, LLC86,002$2.34M
CSS LLC79,276$2.15M
Boothbay Fund Management, LLC75,152$2.04M
Bank of New York Mellon Corp68,901$1.87M
AA Financial Advisors, LLC61,801$1.68M
Russell Investments Group, Ltd.61,508$1.67M
Omers Administration Corp56,640$1.54M
Empowered Funds, LLC55,908$1.52M
Axxcess Wealth Management, LLC53,192$1.44M
Fifth Third Bancorp45,382$1.23M
Invesco Ltd.44,087$1.20M
Yakira Capital Management, Inc.36,193$983.0K
LSV Asset Management32,700$888.0K
Morgan Stanley32,252$876.0K
Charles Schwab Investment Management Inc31,878$865.8K
Alliancebernstein L.P.29,672$805.9K
Nuveen Asset Management, LLC26,785$727.5K
Emerald Mutual Fund Advisers Trust25,937$704.4K
Barclays PLC24,311$660.3K
Oxford Asset Management LLP23,328$633.8K
Philadelphia Trust Co19,548$531.0K
JPMorgan Chase & Co19,060$517.7K
Rhumbline Advisers17,554$476.8K
Raymond James Financial Services Advisors, Inc.17,508$475.5K
Goldman Sachs Group Inc17,054$463.2K
Quadrature Capital Ltd15,738$427.4K
LPL Financial LLC15,616$424.1K
Polar Asset Management Partners Inc.15,143$411.3K
Martingale Asset Management L P13,998$380.2K
HSBC Holdings PLC13,586$369.0K
TCTC Holdings, LLC12,500$339.5K
Raymond James & Associates12,200$331.4K
UBS Group AG11,965$325.0K
Folger Nolan Fleming Douglas Capital Management, Inc10,883$296.0K
Jentner Corp10,812$293.6K
Buckingham Strategic Wealth, LLC10,200$277.0K
Burney Co9,550$259.4K
Stifel Financial Corp9,529$258.8K
Baird Financial Group, Inc.9,500$258.0K
Wells Fargo & Company8,909$242.0K
Bank of America Corp8,378$227.5K
NTV Asset Management LLC8,325$226.1K
Tiaa Trust, National Association8,290$225.2K
Janus Henderson Group PLC8,168$221.8K
Lincoln National Corp8,091$219.7K
Royal Bank of Canada7,151$195.0K
Cito Capital Group, LLC7,012$190.0K
MetLife Investment Management6,657$180.8K
BNP Paribas Arbitrage, SA6,385$173.4K
American International Group, Inc.5,511$149.7K
Qube Research & Technologies Ltd5,291$143.7K
New York State Common Retirement Fund5,102$138.6K
Hillsdale Investment Management Inc.4,600$124.9K
SG Americas Securities, LLC3,922$107.0K
Deutsche Bank AG3,857$104.8K
The PNC Financial Services Group, Inc.3,044$82.7K
Longfellow Investment Management Co LLC2,580$70.1K
California State Teachers Retirement System2,561$69.6K
Citigroup Inc2,412$65.5K
First United Bank Trust2,286$62.1K
HHM Wealth Advisors, LLC1,111$30.2K
FMR LLC999$27.1K
Ameritas Investment Partners, Inc.955$25.9K
Legal & General Group Plc888$24.0K
Great West Life Assurance Co779$21.0K
City Holding Co600$16.3K
Metropolitan Life Insurance Co595$16.2K
Amalgamated Bank396$11.0K
Tower Research Capital LLC (TRC)230$6.25K
Proequities, Inc.101$2.77K
Group One Trading, L.P.100$2.72K
Covestor Ltd40$1.00K
Nisa Investment Advisors, LLC25$679
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2$54
CWM, LLC4$0

Not filed for Q2 2024 yet (1)

Institutions that held Summit Financial Group, Inc. at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SMMF in Q1 2024 that haven't filed for Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Summit Financial Group Inc219,386$5.96M