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EAM Investors’s SmartFinancial SMBK Stock Holding History

EAM Investors’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
Q1 		– Sell
-18,694
Closed -$579K – 352
2024
Q4 		$579K Buy
+18,694
New +$618K 0.08% 244
2023
Q1 		– Sell
-45,537
Closed -$1.25M – 350
2022
Q4 		$1.25M Buy
+45,537
New +$1.28M 0.26% 178

Other funds holding SMBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

EAM Investors's SMBK Position: Q1 2025 in Review

EAM Investors sold out of SmartFinancial (SMBK) in Q1 2025, closing a stake of 18,694 shares — an estimated $579K sold.

EAM Investors first reported a position in SMBK in Q4 2022 and held it in 2 quarters. The position peaked at $1.25M in Q4 2022. 139 funds tracked by Wall St. Rank hold SMBK as of Q1 2025.

  • EAM Investors reported no remaining SmartFinancial position as of Q1 2025 after selling out during the quarter.
  • EAM Investors sold 18,694 SmartFinancial shares in Q1 2025, an estimated $579K.
  • EAM Investors first reported a position in SmartFinancial in Q4 2022 and held it in 2 quarters.
  • EAM Investors's SmartFinancial position peaked at $1.25M in Q4 2022.
  • 139 funds tracked by Wall St. Rank held SmartFinancial as of Q1 2025.

Based on EAM Investors's 13F filing for Q1 2025, filed 13 May 2025.