Baird Financial Group’s Summit Financial Group, Inc. SMMF Stock Holding History

Baird Financial Group’s Portfolio SMMF Stock Details SMMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-9,500	Closed	-$258K	–	1851
2024 Q1	$258K	Hold	9,500	–	–	﹤0.01%	1606
2023 Q4	$292K	Hold	9,500	–	–	﹤0.01%	1528
2023 Q3	$214K	Buy	+9,500	New	+$219K	﹤0.01%	1603
2023 Q1	–	Sell	-9,514	Closed	-$236K	–	1771
2022 Q4	$236K	Buy	9,514 +14	+0.1%	+$386	﹤0.01%	1548
2022 Q3	$256K	Sell	9,500 -1	-0%	-$29	﹤0.01%	1516
2022 Q2	$264K	Buy	9,501 +1	+0%	+$27	﹤0.01%	1602
2022 Q1	$243K	Hold	9,500	–	–	﹤0.01%	1700
2021 Q4	$261K	Hold	9,500	–	–	﹤0.01%	1728
2021 Q3	$233K	Hold	9,500	–	–	﹤0.01%	1757
2021 Q2	$209K	Hold	9,500	–	–	﹤0.01%	1684
2021 Q1	$252K	Hold	9,500	–	–	﹤0.01%	1572
2020 Q4	$210K	Buy	+9,500	New	+$187K	﹤0.01%	1498

Other funds holding SMMF

PFPT

Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return

Baird Financial Group's SMMF Position: Q2 2024 in Review

Baird Financial Group sold out of Summit Financial Group, Inc. (SMMF) in Q2 2024, closing a stake of 9,500 shares — an estimated $258K sold.

Baird Financial Group first reported a position in SMMF in Q4 2020 and held it in 12 quarters. The position peaked at $292K in Q4 2023. 1 fund tracked by Wall St. Rank holds SMMF as of Q2 2024.

Baird Financial Group reported no remaining Summit Financial Group, Inc. position as of Q2 2024 after selling out during the quarter.
Baird Financial Group sold 9,500 Summit Financial Group, Inc. shares in Q2 2024, an estimated $258K.
Baird Financial Group first reported a position in Summit Financial Group, Inc. in Q4 2020 and held it in 12 quarters.
Baird Financial Group's Summit Financial Group, Inc. position peaked at $292K in Q4 2023.
1 fund tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q2 2024.

Based on Baird Financial Group's 13F filing for Q2 2024, filed 14 Aug 2024.