Royal Bank of Canada
SMMF

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

Royal Bank of Canada’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
-7,151
Closed -$195K – 7766
2024
Q1 		$195K Sell
7,151
-4,934
-41% -$136K ﹤0.01% 4713
2023
Q4 		$371K Buy
12,085
+807
+7% +$19.5K ﹤0.01% 4541
2023
Q3 		$253K Buy
11,278
+712
+7% +$16.4K ﹤0.01% 4593
2023
Q2 		$218K Sell
10,566
-53,970
-84% -$1.06M ﹤0.01% 4668
2023
Q1 		$1.34M Sell
64,536
-4,992
-7% -$122K ﹤0.01% 3126
2022
Q4 		$1.73M Buy
69,528
+10,934
+19% +$301K ﹤0.01% 3030
2022
Q3 		$1.58M Buy
58,594
+51,619
+740% +$1.48M ﹤0.01% 3044
2022
Q2 		$194K Sell
6,975
-620
-8% -$16.5K ﹤0.01% 4826
2022
Q1 		$195K Sell
7,595
-1,660
-18% -$44.5K ﹤0.01% 5109
2021
Q4 		$255K Buy
9,255
+6,385
+222% +$169K ﹤0.01% 5093
2021
Q3 		$70K Buy
2,870
+174
+6% +$4.07K ﹤0.01% 5960
2021
Q2 		$59K Buy
2,696
+276
+11% +$6.77K ﹤0.01% 5928
2021
Q1 		$64K Buy
2,420
+552
+30% +$13.1K ﹤0.01% 5741
2020
Q4 		$42K Buy
1,868
+484
+35% +$9.53K ﹤0.01% 5740
2020
Q3 		$20K Buy
1,384
+7
+0.5% +$109 ﹤0.01% 5703
2020
Q2 		$23K Sell
1,377
-33
-2% -$542 ﹤0.01% 5546
2020
Q1 		$30K Sell
1,410
-540
-28% -$12.5K ﹤0.01% 5399
2019
Q4 		$53K Buy
1,950
+1,329
+214% +$35K ﹤0.01% 5428
2019
Q3 		$15K Buy
621
+61
+11% +$1.57K ﹤0.01% 5631
2019
Q2 		$15K Buy
560
+3
+0.5% +$77 ﹤0.01% 5867
2019
Q1 		$15K Buy
557
+3
+0.5% +$71 ﹤0.01% 5797
2018
Q4 		$11K Sell
554
-38
-6% -$798 ﹤0.01% 5857
2018
Q3 		$13K Buy
592
+188
+47% +$4.77K ﹤0.01% 5887
2018
Q2 		$11K Buy
404
+4
+1% +$105 ﹤0.01% 5800
2018
Q1 		$10K Sell
400
-6
-1% -$152 ﹤0.01% 5729
2017
Q4 		$11K Sell
406
-581
-59% -$15.5K ﹤0.01% 5838
2017
Q3 		$25K Buy
987
+376
+62% +$8.41K ﹤0.01% 5844
2017
Q2 		$14K Sell
611
-170
-22% -$3.72K ﹤0.01% 5690
2017
Q1 		$16K Sell
781
-107
-12% -$2.58K ﹤0.01% 5746
2016
Q4 		$24K Buy
888
+577
+186% +$13.5K ﹤0.01% 5680
2016
Q3 		$6K Buy
311
+2
+0.6% +$39 ﹤0.01% 5933
2016
Q2 		$5K Sell
309
-12,945
-98% -$230K ﹤0.01% 5961
2016
Q1 		$205K Buy
13,254
+1
+0% +$13 ﹤0.01% 4359
2015
Q4 		$157K Buy
13,253
+13,147
+12,403% +$152K ﹤0.01% 4682
2015
Q3 		$1K Buy
106
+1
+1% +$12 ﹤0.01% 6530
2015
Q2 		$1K Buy
105
+5
+5% +$58 ﹤0.01% 6482
2015
Q1 		$1K Hold
100
– – ﹤0.01% 6009
2014
Q4 		$1K Buy
+100
New +$1.11K ﹤0.01% 6062
2014
Q2 		– Sell
-3
Closed – – 6188
2014
Q1 		$0 Buy
+3
New +$30 ﹤0.01% 6200

Other funds holding SMMF

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

Royal Bank of Canada's SMMF Position: Q2 2024 in Review

Royal Bank of Canada sold out of Summit Financial Group, Inc. (SMMF) in Q2 2024, closing a stake of 7,151 shares — an estimated $195K sold.

Royal Bank of Canada first reported a position in SMMF in Q1 2014 and held it in 39 quarters. The position peaked at $1.73M in Q4 2022. 1 fund tracked by Wall St. Rank holds SMMF as of Q2 2024.

  • Royal Bank of Canada reported no remaining Summit Financial Group, Inc. position as of Q2 2024 after selling out during the quarter.
  • Royal Bank of Canada sold 7,151 Summit Financial Group, Inc. shares in Q2 2024, an estimated $195K.
  • Royal Bank of Canada first reported a position in Summit Financial Group, Inc. in Q1 2014 and held it in 39 quarters.
  • Royal Bank of Canada's Summit Financial Group, Inc. position peaked at $1.73M in Q4 2022.
  • 1 fund tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q2 2024.

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