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Summit Financial’s Sprouts Farmers Market SFM Stock Holding History

Summit Financial’s Portfolio SFM Stock Details SFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.03M Buy
39,265
+35,682
+996% +$2.66M 0.04% 455
2025
Q4 		$285K Buy
3,583
+1,292
+56% +$116K ﹤0.01% 1100
2025
Q3 		$249K Sell
2,291
-246
-10% -$35.8K ﹤0.01% 1128
2025
Q2 		$418K Buy
+2,537
New +$415K 0.01% 605

Other funds holding SFM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Summit Financial's SFM Position: Q1 2026 in Review

Summit Financial increased its Sprouts Farmers Market (SFM) stake by 996% in Q1 2026, buying an estimated $2.66M and bringing the position to 39,265 shares worth $3.03M. The position accounts for 0.04% of the portfolio, ranked #455.

Summit Financial first reported a position in SFM in Q2 2025 and has held it in 4 quarters since. 635 funds tracked by Wall St. Rank hold SFM as of Q1 2026.

  • Summit Financial held 39,265 shares of Sprouts Farmers Market worth $3.03M as of Q1 2026.
  • Summit Financial bought 35,682 Sprouts Farmers Market shares in Q1 2026, an estimated $2.66M.
  • Sprouts Farmers Market made up 0.04% of Summit Financial's portfolio in Q1 2026, its #455 holding.
  • Summit Financial first reported a position in Sprouts Farmers Market in Q2 2025 and has held it in 4 quarters since.
  • 635 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.