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Summit Financial shares owned by AA Financial Advisors

Quarter-by-quarter ownership of Summit Financial (SMMF) shares owned by AA Financial Advisors from 13F filings

Historical chart of AA Financial Advisors investment in Summit Financial

Tip: Access up to 7 years of quarterly data

All positions including Summit Financial held by AA Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Summit Financial by AA Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.7M 62k 27.16

More positions owned by AA Financial Advisors

Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for AA Financial Advisors

Top funds holding Summit Financial

BlackRock
Dimensional Fund Advisors
Vanguard Group
Geode Capital Management
Fourthstone
Summit Financial
Royce & Associates
American Century Companies
EJF Capital
Bridgeway Capital Management
Skandinaviska Enskilda Banken AB
Northern Trust
Verdence Capital Advisors
Pinnacle Holdings
CSS

View all funds holding Summit Financial