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 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

Mendon Capital Advisors's SMBK Position: Q4 2024 in Review

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

Mendon Capital Advisors first reported a position in SMBK in Q3 2021 and held it in 7 quarters. The position peaked at $2.14M in Q1 2024. 128 funds tracked by Wall St. Rank hold SMBK as of Q4 2024.

Mendon Capital Advisors reported no remaining SmartFinancial position as of Q4 2024 after selling out during the quarter.
Mendon Capital Advisors sold 26,469 SmartFinancial shares in Q4 2024, an estimated $771K.
Mendon Capital Advisors first reported a position in SmartFinancial in Q3 2021 and held it in 7 quarters.
Mendon Capital Advisors's SmartFinancial position peaked at $2.14M in Q1 2024.
128 funds tracked by Wall St. Rank held SmartFinancial as of Q4 2024.

Based on Mendon Capital Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.