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 Q2	$3.21M	Sell	37,910 -1,355	-3%	-$110K	0.04%	476
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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Summit Financial's SFM Position: Q2 2026 in Review

Summit Financial reduced its Sprouts Farmers Market (SFM) stake by 3.5% in Q2 2026, selling an estimated $110K and leaving 37,910 shares worth $3.21M. The position accounts for 0.04% of the portfolio, ranked #476.

Summit Financial first reported a position in SFM in Q2 2025 and has held it in 5 quarters since. 648 funds tracked by Wall St. Rank hold SFM as of Q2 2026.

Summit Financial held 37,910 shares of Sprouts Farmers Market worth $3.21M as of Q2 2026.
Summit Financial sold 1,355 Sprouts Farmers Market shares in Q2 2026, an estimated $110K.
Sprouts Farmers Market made up 0.04% of Summit Financial's portfolio in Q2 2026, its #476 holding.
Summit Financial first reported a position in Sprouts Farmers Market in Q2 2025 and has held it in 5 quarters since.
648 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q2 2026.

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