PWA
SMMF

Pinnacle Wealth Advisors’s Summit Financial Group, Inc. SMMF Stock Holding History

Pinnacle Wealth Advisors’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
2021
Q2 		$16K Buy
+744
New +$18.2K ﹤0.01% 449

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SFG
Summit Financial Group Moorefield, West Virginia $281M AUM 21.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return

Pinnacle Wealth Advisors's SMMF Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in Summit Financial Group, Inc. (SMMF) in Q2 2021: 744 shares worth $16K. The stake represents ﹤0.01% of the portfolio and ranks #449 among its holdings.

56 funds tracked by Wall St. Rank hold SMMF as of Q2 2021.

  • Pinnacle Wealth Advisors held 744 shares of Summit Financial Group, Inc. worth $16K as of Q2 2021.
  • Summit Financial Group, Inc. was a new Pinnacle Wealth Advisors position in Q2 2021.
  • Summit Financial Group, Inc. made up ﹤0.01% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #449 holding.
  • 56 funds tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.