Bank of America
SMMF

Bank of America’s Summit Financial Group, Inc. SMMF Stock Holding History

Bank of America’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
-8,378
Closed -$228K – 8552
2024
Q1 		$228K Sell
8,378
-9,133
-52% -$251K ﹤0.01% 5814
2023
Q4 		$537K Buy
17,511
+1,833
+12% +$44.3K ﹤0.01% 5438
2023
Q3 		$353K Sell
15,678
-7,773
-33% -$179K ﹤0.01% 5554
2023
Q2 		$484K Buy
23,451
+4,798
+26% +$94.4K ﹤0.01% 5301
2023
Q1 		$387K Sell
18,653
-1,675
-8% -$40.8K ﹤0.01% 5542
2022
Q4 		$506K Buy
20,328
+4,391
+28% +$121K ﹤0.01% 5368
2022
Q3 		$429K Buy
15,937
+4,271
+37% +$122K ﹤0.01% 5515
2022
Q2 		$324K Buy
11,666
+448
+4% +$11.9K ﹤0.01% 5743
2022
Q1 		$287K Sell
11,218
-4,579
-29% -$123K ﹤0.01% 6227
2021
Q4 		$434K Buy
15,797
+3,112
+25% +$82.3K ﹤0.01% 5999
2021
Q3 		$311K Sell
12,685
-964
-7% -$22.5K ﹤0.01% 5989
2021
Q2 		$300K Sell
13,649
-6,683
-33% -$164K ﹤0.01% 5803
2021
Q1 		$540K Buy
20,332
+7,784
+62% +$184K ﹤0.01% 5296
2020
Q4 		$277K Buy
12,548
+2,633
+27% +$51.9K ﹤0.01% 5387
2020
Q3 		$146K Sell
9,915
-1,802
-15% -$28K ﹤0.01% 5479
2020
Q2 		$193K Buy
11,717
+4,759
+68% +$78.2K ﹤0.01% 5272
2020
Q1 		$147K Sell
6,958
-3,783
-35% -$87.7K ﹤0.01% 5288
2019
Q4 		$291K Sell
10,741
-7
-0.1% -$185 ﹤0.01% 5389
2019
Q3 		$275K Buy
10,748
+1,240
+13% +$32K ﹤0.01% 5465
2019
Q2 		$256K Buy
9,508
+1,957
+26% +$50.5K ﹤0.01% 5493
2019
Q1 		$200K Sell
7,551
-4,275
-36% -$101K ﹤0.01% 5527
2018
Q4 		$228K Buy
11,826
+3,399
+40% +$71.4K ﹤0.01% 5432
2018
Q3 		$196K Buy
8,427
+2,444
+41% +$62K ﹤0.01% 5491
2018
Q2 		$160K Buy
5,983
+815
+16% +$21.3K ﹤0.01% 5537
2018
Q1 		$129K Sell
5,168
-674
-12% -$17K ﹤0.01% 5605
2017
Q4 		$153K Buy
5,842
+1,193
+26% +$31.9K ﹤0.01% 5539
2017
Q3 		$119K Buy
4,649
+558
+14% +$12.5K ﹤0.01% 5613
2017
Q2 		$90K Sell
4,091
-1,473
-26% -$32.3K ﹤0.01% 5643
2017
Q1 		$120K Buy
5,564
+332
+6% +$8K ﹤0.01% 5541
2016
Q4 		$144K Buy
5,232
+798
+18% +$18.7K ﹤0.01% 5466
2016
Q3 		$85K Buy
4,434
+189
+4% +$3.66K ﹤0.01% 5504
2016
Q2 		$75K Buy
4,245
+157
+4% +$2.78K ﹤0.01% 5671
2016
Q1 		$63K Hold
4,088
– – ﹤0.01% 5689
2015
Q4 		$49K Hold
4,088
– – ﹤0.01% 6052
2015
Q3 		$48K Hold
4,088
– – ﹤0.01% 5963
2015
Q2 		$46K Hold
4,088
– – ﹤0.01% 5981
2015
Q1 		$49K Sell
4,088
-4
-0.1% -$47 ﹤0.01% 5669
2014
Q4 		$48K Buy
4,092
+4
+0.1% +$44 ﹤0.01% 6381
2014
Q3 		$42K Hold
4,088
– – ﹤0.01% 6624
2014
Q2 		$43K Hold
4,088
– – ﹤0.01% 6758
2014
Q1 		$42K Sell
4,088
-26
-0.6% -$264 ﹤0.01% 6530
2013
Q4 		$41K Buy
+4,114
New +$38K ﹤0.01% 6679
2013
Q3 		– Sell
-2
Closed – – 8074
2013
Q2 		$0 Buy
+2
New +$16 ﹤0.01% 7786

Other funds holding SMMF

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

Bank of America's SMMF Position: Q2 2024 in Review

Bank of America sold out of Summit Financial Group, Inc. (SMMF) in Q2 2024, closing a stake of 8,378 shares — an estimated $228K sold.

Bank of America first reported a position in SMMF in Q2 2013 and held it in 43 quarters. The position peaked at $540K in Q1 2021. 1 fund tracked by Wall St. Rank holds SMMF as of Q2 2024.

  • Bank of America reported no remaining Summit Financial Group, Inc. position as of Q2 2024 after selling out during the quarter.
  • Bank of America sold 8,378 Summit Financial Group, Inc. shares in Q2 2024, an estimated $228K.
  • Bank of America first reported a position in Summit Financial Group, Inc. in Q2 2013 and held it in 43 quarters.
  • Bank of America's Summit Financial Group, Inc. position peaked at $540K in Q1 2021.
  • 1 fund tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q2 2024.

Based on Bank of America's 13F filing for Q2 2024, filed 14 Aug 2024.