CIBC Private Wealth Group
SMBK icon

CIBC Private Wealth Group’s SmartFinancial SMBK Stock Holding History

CIBC Private Wealth Group’s Portfolio SMBK Stock Details SMBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-8
Closed -$270 – 3291
2025
Q2 		$270 Buy
+8
New +$247 ﹤0.01% 2887

Other funds holding SMBK

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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
CCA
Cravens & Co Advisors Cookeville, Tennessee $154M AUM 17.67% 1-Year Est. Return

CIBC Private Wealth Group's SMBK Position: Q3 2025 in Review

CIBC Private Wealth Group sold out of SmartFinancial (SMBK) in Q3 2025, closing a stake of 8 shares — an estimated $270 sold.

CIBC Private Wealth Group first reported a position in SMBK in Q2 2025 and held it in 1 quarter. The position peaked at $270 in Q2 2025. 160 funds tracked by Wall St. Rank hold SMBK as of Q3 2025.

  • CIBC Private Wealth Group reported no remaining SmartFinancial position as of Q3 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 8 SmartFinancial shares in Q3 2025, an estimated $270.
  • CIBC Private Wealth Group first reported a position in SmartFinancial in Q2 2025 and held it in 1 quarter.
  • CIBC Private Wealth Group's SmartFinancial position peaked at $270 in Q2 2025.
  • 160 funds tracked by Wall St. Rank held SmartFinancial as of Q3 2025.

Based on CIBC Private Wealth Group's 13F filing for Q3 2025, filed 24 Nov 2025.