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Summit Financial shares owned by First United Bank & Trust

Quarter-by-quarter ownership of Summit Financial (SMMF) shares owned by First United Bank & Trust from 13F filings

Historical chart of First United Bank & Trust investment in Summit Financial

Tip: Access up to 7 years of quarterly data

All positions including Summit Financial held by First United Bank & Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Summit Financial by First United Bank & Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $62k 2.3k 27.16
2023-12-31 $70k 2.3k 30.69

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View all positions for First United Bank & Trust

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
Russell Investments
Axxcess Wealth Management
Fifth Third Bancorp
Alliancebernstein
CSS
LSV Asset Management
Charles Schwab Investment Management

View all funds holding Summit Financial