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SMMF Summit Financial

Summit Financial Group, Inc. is a holding company, which engages in the provision of community banking and insurance services. It operates through the following division: Community Banking, and Lending. the Community Banking division includes demand, savings and time deposits; commercial, real estate and consumer loans; trust and wealth management services; and cash management services. The Lending division refers to the commercial, commercial real estate, construction and land development, residential real estate, consumer and mortgage warehouse lines of credit.The company was founded on March 5, 1987 and is headquartered in Moorefield, WV.

Company profile

Ticker
SMMF
Exchange
CEO
H. Charles Maddy
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
371895248
SEC advisor number
801-114377
FINRA CRD number
299322
AUM ?
$3.09B (as of 30 May 19)
Accounts
6,384 (as of 30 May 19)
Employees
195 (62 investment advisory or research)
Address
Summit Financial
4 CAMPUS DRIVE
PARSIPPANY
NJ 07054
Phone
9732853600

SMMF stock data

(
)

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 172 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$13.1B 575.45K 490K +17.4
$1.03B 42.59K NEW
$592.83M 2.76M 2.67M +3.1
$480.38M 21.5K 12.35K +74.1
$430.71M 12.72K NEW
$275.79M 38.46K NEW
$242.36M 7.57K NEW
$176.27M 12.2K 12.03K +1.5
Vanguardintl Equityindexfallwrld Ex Us
$169.07M 2.77M 2.71M +2.4
$89.61M 12.73K 12.73K 0
$56.06M 10.42K NEW
$38.67M 230.02K 181.96K +26.4
$32.83M 76.25K 59.73K +27.7
$24.99M 563.88K 455.67K +23.7
$22.52M 142.21K 108.9K +30.6
Vanguardtax-managed Intlfdftse Dev MKT Etf
$18.42M 364.77K 290.29K +25.7
$18.42M 5.61K 1K +460.0
$16.71M 9.2K 9.19K +0.1
$16.28M 147.63K 46.53K +217.2
$12.81M 104.76K 104.74K 0
$12.09M 85.44K 44.33K +92.7
$11.84M 161.44K 167.16K -3.4
$9.6M 34.04K 15.21K +123.7
$8.93M 104.94K 102.9K +2.0
$5.73M 55.79K 45.52K +22.6
$4.75M 54.86K 55.45K -1.1
$4.65M 6K 4.19K +43.3
$4.36M 70.54K 53.53K +31.8
$3.87M 11.41K 5.22K +118.5
$3.24M 19.78K 12.41K +59.4
$3.1M 42.81K NEW
$2.94M 10.84K 1.63K +566.4
$2.91M 10.65K 3.02K +253.1
$2.66M 999 470 +112.6
$2.61M 50.88K 49.94K +1.9
$2.52M 40.6K 15.72K +158.3
$2.07M 25.76K 11.78K +118.6
$1.86M 68.7K 15.46K +344.5
$1.72M 5.37K 3.26K +64.9
$1.7M 7.71K 3.71K +107.9
$1.69M 4.32K 2.25K +91.7
$1.68M 16.27K 14.33K +13.5
$1.66M 5.05K 2.49K +102.6
$1.66M 36.97K 7.15K +416.9
$1.61M 2.8K 1.56K +79.8
$1.61M 4.62K 1.33K +246.9
$1.6M 7.19K 4.14K +73.8
$1.6M 8.22K 1.82K +352.2
Firsttrexchtradedfdiiipfdsecsincetf
$1.54M 74.98K NEW
$1.47M 27.05K 15.7K +72.2
Holdings list only includes long positions. Only includes long positions.

Calendar

28 Nov 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings