Wells Fargo
SMMF

Wells Fargo’s Summit Financial Group, Inc. SMMF Stock Holding History

Wells Fargo’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
-8,909
Closed -$242K – 7710
2024
Q1 		$242K Buy
8,909
+505
+6% +$13.9K ﹤0.01% 4355
2023
Q4 		$258K Buy
8,404
+682
+9% +$16.5K ﹤0.01% 4309
2023
Q3 		$174K Sell
7,722
-4,497
-37% -$104K ﹤0.01% 4450
2023
Q2 		$252K Buy
12,219
+2,293
+23% +$45.1K ﹤0.01% 4435
2023
Q1 		$206K Buy
9,926
+4,975
+100% +$121K ﹤0.01% 4408
2022
Q4 		$123K Sell
4,951
-26
-0.5% -$717 ﹤0.01% 4438
2022
Q3 		$134K Sell
4,977
-109
-2% -$3.12K ﹤0.01% 4456
2022
Q2 		$142K Sell
5,086
-6,220
-55% -$165K ﹤0.01% 4457
2022
Q1 		$290K Sell
11,306
-5,867
-34% -$157K ﹤0.01% 4773
2021
Q4 		$472K Sell
17,173
-302
-2% -$7.98K ﹤0.01% 4711
2021
Q3 		$428K Buy
17,475
+12,151
+228% +$284K ﹤0.01% 4741
2021
Q2 		$117K Sell
5,324
-9,871
-65% -$242K ﹤0.01% 5245
2021
Q1 		$403K Sell
15,195
-15,895
-51% -$377K ﹤0.01% 4810
2020
Q4 		$686K Sell
31,090
-9
-0% -$177 ﹤0.01% 4294
2020
Q3 		$460K Sell
31,099
-2,922
-9% -$45.4K ﹤0.01% 4410
2020
Q2 		$561K Buy
34,021
+5,602
+20% +$92K ﹤0.01% 4246
2020
Q1 		$603K Buy
28,419
+4,558
+19% +$106K ﹤0.01% 3902
2019
Q4 		$646K Sell
23,861
-715
-3% -$18.9K ﹤0.01% 4157
2019
Q3 		$629K Buy
24,576
+1,103
+5% +$28.5K ﹤0.01% 4210
2019
Q2 		$631K Buy
23,473
+1,049
+5% +$27.1K ﹤0.01% 4224
2019
Q1 		$595K Buy
22,424
+5,333
+31% +$126K ﹤0.01% 4224
2018
Q4 		$330K Buy
17,091
+1,594
+10% +$33.5K ﹤0.01% 4613
2018
Q3 		$360K Sell
15,497
-3,856
-20% -$97.8K ﹤0.01% 4669
2018
Q2 		$519K Sell
19,353
-425
-2% -$11.1K ﹤0.01% 4423
2018
Q1 		$495K Sell
19,778
-553
-3% -$14K ﹤0.01% 4391
2017
Q4 		$536K Buy
20,331
+5,191
+34% +$139K ﹤0.01% 4343
2017
Q3 		$388K Buy
15,140
+4,161
+38% +$93.1K ﹤0.01% 4501
2017
Q2 		$241K Hold
10,979
– – ﹤0.01% 4666
2017
Q1 		$237K Hold
10,979
– – ﹤0.01% 4712
2016
Q4 		$302K Buy
10,979
+2,285
+26% +$53.6K ﹤0.01% 4533
2016
Q3 		$166K Buy
8,694
+3,230
+59% +$62.6K ﹤0.01% 4588
2016
Q2 		$96K Buy
5,464
+590
+12% +$10.5K ﹤0.01% 4860
2016
Q1 		$76K Buy
4,874
+559
+13% +$7.26K ﹤0.01% 5030
2015
Q4 		$51K Hold
4,315
– – ﹤0.01% 5275
2015
Q3 		$51K Buy
4,315
+1
+0% +$12 ﹤0.01% 5265
2015
Q2 		$48K Buy
4,314
+233
+6% +$2.71K ﹤0.01% 5339
2015
Q1 		$49K Buy
4,081
+1
+0% +$12 ﹤0.01% 5015
2014
Q4 		$48K Sell
4,080
-295
-7% -$3.27K ﹤0.01% 5022
2014
Q3 		$45K Buy
4,375
+295
+7% +$3.05K ﹤0.01% 4975
2014
Q2 		$43K Hold
4,080
– – ﹤0.01% 5028
2014
Q1 		$42K Hold
4,080
– – ﹤0.01% 4981
2013
Q4 		$40K Hold
4,080
– – ﹤0.01% 4818
2013
Q3 		$35K Hold
4,080
– – ﹤0.01% 4774
2013
Q2 		$34K Buy
+4,080
New +$32K ﹤0.01% 4713

Other funds holding SMMF

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

Wells Fargo's SMMF Position: Q2 2024 in Review

Wells Fargo sold out of Summit Financial Group, Inc. (SMMF) in Q2 2024, closing a stake of 8,909 shares — an estimated $242K sold.

Wells Fargo first reported a position in SMMF in Q2 2013 and held it in 44 quarters. The position peaked at $686K in Q4 2020. 1 fund tracked by Wall St. Rank holds SMMF as of Q2 2024.

  • Wells Fargo reported no remaining Summit Financial Group, Inc. position as of Q2 2024 after selling out during the quarter.
  • Wells Fargo sold 8,909 Summit Financial Group, Inc. shares in Q2 2024, an estimated $242K.
  • Wells Fargo first reported a position in Summit Financial Group, Inc. in Q2 2013 and held it in 44 quarters.
  • Wells Fargo's Summit Financial Group, Inc. position peaked at $686K in Q4 2020.
  • 1 fund tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q2 2024.

Based on Wells Fargo's 13F filing for Q2 2024, filed 13 Aug 2024.