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Summit Financial shares owned by Raymond James Financial Services Advisors

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

Historical chart of Raymond James Financial Services Advisors investment in Summit Financial

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

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Quarterly reported holdings in Summit Financial by Raymond James Financial Services Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $476k 18k 27.16
2023-12-31 $870k 28k 30.69

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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