MCA
SMBK icon

Mendon Capital Advisors’s SmartFinancial SMBK Stock Holding History

Mendon Capital 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
-26,469
Closed -$771K – 52
2024
Q3 		$771K Sell
26,469
-40,521
-60% -$1.12M 0.5% 35
2024
Q2 		$1.59M Buy
66,990
+65,847
+5,761% +$1.42M 0.88% 35
2024
Q1 		$2.14M Sell
1,143
-75,311
-99% -$1.66M 1.15% 28
2023
Q4 		$1.87M Buy
+76,454
New +$1.69M 0.78% 39
2022
Q1 		$767K Hold
30,000
– – 0.25% 54
2021
Q4 		$820K Sell
30,000
-450
-1% -$11.9K 0.24% 58
2021
Q3 		$787K Buy
+30,450
New +$752K 0.27% 52

Other funds holding SMBK

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
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
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