Summit Financial’s Sow Good SOWG Stock Holding History

Summit Financial’s Portfolio SOWG Stock Details SOWG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-6,167	Closed	-$37.1K	–	1637
2026 Q1	$37.1K	Hold	6,167	–	–	﹤0.01%	1395
2025 Q4	$31.8K	Hold	6,167	–	–	﹤0.01%	1282
2025 Q3	$69.4K	Buy	+6,167	New	+$76.4K	﹤0.01%	1228

Other funds holding SOWG

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CCM

Connective Capital Management Palo Alto, California $142M AUM 51.29% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

CIAM

Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return

Summit Financial's SOWG Position: Q2 2026 in Review

Summit Financial sold out of Sow Good (SOWG) in Q2 2026, closing a stake of 6,167 shares — an estimated $37.1K sold.

Summit Financial first reported a position in SOWG in Q3 2025 and held it in 3 quarters. The position peaked at $69.4K in Q3 2025. 13 funds tracked by Wall St. Rank hold SOWG as of Q2 2026.

Summit Financial reported no remaining Sow Good position as of Q2 2026 after selling out during the quarter.
Summit Financial sold 6,167 Sow Good shares in Q2 2026, an estimated $37.1K.
Summit Financial first reported a position in Sow Good in Q3 2025 and held it in 3 quarters.
Summit Financial's Sow Good position peaked at $69.4K in Q3 2025.
13 funds tracked by Wall St. Rank held Sow Good as of Q2 2026.

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