EST
SMMF

EA Series Trust’s Summit Financial Group, Inc. SMMF Stock Holding History

EA Series Trust’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
2023
Q2 		$895K Buy
+43,308
New +$852K 0.03% 637

Other funds holding SMMF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SFG
Summit Financial Group Moorefield, West Virginia $281M AUM 21.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ROC
River Oaks Capital Wayzata, Minnesota $67.9M AUM 13.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

EA Series Trust's SMMF Position: Q2 2023 in Review

EA Series Trust opened a new position in Summit Financial Group, Inc. (SMMF) in Q2 2023: 43,308 shares worth $895K. The stake represents 0.03% of the portfolio and ranks #637 among its holdings.

75 funds tracked by Wall St. Rank hold SMMF as of Q2 2023.

  • EA Series Trust held 43,308 shares of Summit Financial Group, Inc. worth $895K as of Q2 2023.
  • Summit Financial Group, Inc. was a new EA Series Trust position in Q2 2023.
  • Summit Financial Group, Inc. made up 0.03% of EA Series Trust's portfolio in Q2 2023, its #637 holding.
  • 75 funds tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.