Summit Financial »

Trust For Professional Man shares owned by Summit Financial

Quarter-by-quarter ownership of Trust For Professional Man (STBF) shares owned by Summit Financial from 13F filings

Historical chart of Summit Financial investment in Trust For Professional Man

Tip: Access up to 7 years of quarterly data

All positions including Trust For Professional Man held by Summit Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Trust For Professional Man by Summit Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $344k 14k 25.36

More positions owned by Summit Financial

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Summit Financial

Top funds holding Trust For Professional Man

Rothschild Investment
DKM Wealth Management
Winebrenner Capital Management
Cambridge Investment Research Advisors
Chicago Wealth Management
Private Advisor
Acorn Wealth Advisors
Summit Financial
D.A. Davidson & Co.
Jane Street
Geneos Wealth Management
Advisor Group Holdings
Royal Bank of Canada
CWM

View all funds holding Trust For Professional Man