Curi RMB Capital’s SmartFinancial SMBK Stock Holding History

Curi RMB Capital’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	-26,469	Closed	-$771K	–	553
2024 Q3	$771K	Sell	26,469 -40,521	-60%	-$1.12M	0.02%	373
2024 Q2	$1.59M	Sell	66,990 -32,535	-33%	-$704K	0.04%	290
2024 Q1	$2.1M	Buy	99,525 +24,525	+33%	+$542K	0.05%	263
2023 Q4	$1.84M	Hold	75,000	–	–	0.06%	241
2023 Q3	$1.6M	Buy	75,000 +3,034	+4%	+$70.2K	0.05%	242
2023 Q2	$1.55M	Hold	71,966	–	–	0.05%	248
2023 Q1	$1.67M	Hold	71,966	–	–	0.06%	231
2022 Q4	$1.98M	Buy	71,966 +41,966	+140%	+$1.18M	0.07%	215
2022 Q3	$741K	Hold	30,000	–	–	0.03%	315
2022 Q2	$725K	Buy	+30,000	New	+$745K	0.03%	311

Other funds holding SMBK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PCMF

Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return

CCA

Cravens & Co Advisors Cookeville, Tennessee $154M AUM 17.67% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Curi RMB Capital's SMBK Position: Q4 2024 in Review

Curi RMB Capital sold out of SmartFinancial (SMBK) in Q4 2024, closing a stake of 26,469 shares — an estimated $771K sold.

Curi RMB Capital first reported a position in SMBK in Q2 2022 and held it in 10 quarters. The position peaked at $2.1M in Q1 2024. 128 funds tracked by Wall St. Rank hold SMBK as of Q4 2024.

Curi RMB Capital reported no remaining SmartFinancial position as of Q4 2024 after selling out during the quarter.
Curi RMB Capital sold 26,469 SmartFinancial shares in Q4 2024, an estimated $771K.
Curi RMB Capital first reported a position in SmartFinancial in Q2 2022 and held it in 10 quarters.
Curi RMB Capital's SmartFinancial position peaked at $2.1M in Q1 2024.
128 funds tracked by Wall St. Rank held SmartFinancial as of Q4 2024.

Based on Curi RMB Capital's 13F filing for Q4 2024, filed 13 Feb 2025.