SF
CHMI

Summit Financial’s Cherry Hill Mortgage Investment Corp CHMI Stock Holding History

Summit Financial’s Portfolio CHMI Stock Details CHMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.47M Sell
1,020,091
-4,762
-0.5% -$11.9K 0.03% 577
2026
Q1 		$2.66M Buy
1,024,853
+13,977
+1% +$36.9K 0.03% 496
2025
Q4 		$2.68M Buy
1,010,876
+520,291
+106% +$1.27M 0.04% 416
2025
Q3 		$1.17M Buy
490,585
+460,383
+1,524% +$1.28M 0.02% 605
2025
Q2 		$87K Buy
+30,202
New +$88K ﹤0.01% 804

Other funds holding CHMI

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return

Summit Financial's CHMI Position: Q2 2026 in Review

Summit Financial reduced its Cherry Hill Mortgage Investment Corp (CHMI) stake by 0.46% in Q2 2026, selling an estimated $11.9K and leaving 1,020,091 shares worth $2.47M. The position accounts for 0.03% of the portfolio, ranked #577.

Summit Financial first reported a position in CHMI in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.68M in Q4 2025. 47 funds tracked by Wall St. Rank hold CHMI as of Q2 2026.

  • Summit Financial held 1,020,091 shares of Cherry Hill Mortgage Investment Corp worth $2.47M as of Q2 2026.
  • Summit Financial sold 4,762 Cherry Hill Mortgage Investment Corp shares in Q2 2026, an estimated $11.9K.
  • Cherry Hill Mortgage Investment Corp made up 0.03% of Summit Financial's portfolio in Q2 2026, its #577 holding.
  • Summit Financial first reported a position in Cherry Hill Mortgage Investment Corp in Q2 2025 and has held it in 5 quarters since.
  • Summit Financial's Cherry Hill Mortgage Investment Corp position peaked at $2.68M in Q4 2025.
  • 47 funds tracked by Wall St. Rank held Cherry Hill Mortgage Investment Corp as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.