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Summit Financial shares owned by Axxcess Wealth Management

Quarter-by-quarter ownership of Summit Financial (SMMF) shares owned by Axxcess Wealth Management from 13F filings

Historical chart of Axxcess Wealth Management investment in Summit Financial

Tip: Access up to 7 years of quarterly data

All positions including Summit Financial held by Axxcess Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Summit Financial by Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.6M 53k 30.69
2023-09-30 $1.1M 51k 22.54
2023-06-30 $1.0M 50k 20.66
2023-03-31 $685k 33k 20.75
2022-12-31 $815k 33k 24.89
2022-09-30 $963k 36k 26.95

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View all positions for Axxcess Wealth Management

Top funds holding Summit Financial

Dimensional Fund Advisors
Vanguard Group
Fourthstone
Summit Financial
Royce & Associates
Pinnacle Holdings
Verdence Capital Advisors
Bank of New York Mellon
AA Financial Advisors
Russell Investments
Empowered Funds
Axxcess Wealth Management
Fifth Third Bancorp
Alliancebernstein
CSS

View all funds holding Summit Financial