Crescent Grove Advisors’s SmartFinancial SMBK Stock Holding History

Crescent Grove Advisors’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
2024 Q4	–	Sell	-35,073	Closed	-$1.02M	–	296
2024 Q3	$1.02M	Hold	35,073	–	–	0.1%	113
2024 Q2	$830K	Sell	35,073 -7,500	-18%	-$162K	0.09%	123
2024 Q1	$897K	Hold	42,573	–	–	0.09%	121
2023 Q4	$1.04M	Sell	42,573 -15,000	-26%	-$332K	0.12%	113
2023 Q3	$1.23M	Hold	57,573	–	–	0.15%	97
2023 Q2	$1.24M	Hold	57,573	–	–	0.13%	100
2023 Q1	$1.33M	Hold	57,573	–	–	0.15%	88
2022 Q4	$1.58M	Hold	57,573	–	–	0.16%	84
2022 Q3	$1.42M	Sell	57,573 -7,500	-12%	-$189K	0.16%	74
2022 Q2	$1.57M	Sell	65,073 -7,500	-10%	-$186K	0.17%	68
2022 Q1	$1.86M	Hold	72,573	–	–	0.18%	64
2021 Q4	$1.99M	Sell	72,573 -13,000	-15%	-$345K	0.19%	63
2021 Q3	$2.21M	Buy	+85,573	New	+$2.11M	0.24%	55

Other funds holding SMBK

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

PCMF

Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return

CCA

Cravens & Co Advisors Cookeville, Tennessee $149M AUM 17.37% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Crescent Grove Advisors's SMBK Position: Q4 2024 in Review

Crescent Grove Advisors sold out of SmartFinancial (SMBK) in Q4 2024, closing a stake of 35,073 shares — an estimated $1.02M sold.

Crescent Grove Advisors first reported a position in SMBK in Q3 2021 and held it in 13 quarters. The position peaked at $2.21M in Q3 2021. 128 funds tracked by Wall St. Rank hold SMBK as of Q4 2024.

Crescent Grove Advisors reported no remaining SmartFinancial position as of Q4 2024 after selling out during the quarter.
Crescent Grove Advisors sold 35,073 SmartFinancial shares in Q4 2024, an estimated $1.02M.
Crescent Grove Advisors first reported a position in SmartFinancial in Q3 2021 and held it in 13 quarters.
Crescent Grove Advisors's SmartFinancial position peaked at $2.21M in Q3 2021.
128 funds tracked by Wall St. Rank held SmartFinancial as of Q4 2024.

Based on Crescent Grove Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.