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Michael Gelband’s SmartFinancial SMBK Stock Holding History

Michael Gelband’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
Q2 		– Sell
-11,873
Closed -$369K – 1932
2025
Q1 		$369K Sell
11,873
-127
-1% -$4.22K ﹤0.01% 1185
2024
Q4 		$372K Buy
+12,000
New +$397K ﹤0.01% 1226

Other funds holding SMBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 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
CCA
Cravens & Co Advisors Cookeville, Tennessee $149M AUM 17.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return

Michael Gelband's SMBK Position: Q2 2025 in Review

Michael Gelband sold out of SmartFinancial (SMBK) in Q2 2025, closing a stake of 11,873 shares — an estimated $369K sold.

Michael Gelband first reported a position in SMBK in Q4 2024 and held it in 2 quarters. The position peaked at $372K in Q4 2024. 151 funds tracked by Wall St. Rank hold SMBK as of Q2 2025.

  • Michael Gelband reported no remaining SmartFinancial position as of Q2 2025 after selling out during the quarter.
  • Michael Gelband sold 11,873 SmartFinancial shares in Q2 2025, an estimated $369K.
  • Michael Gelband first reported a position in SmartFinancial in Q4 2024 and held it in 2 quarters.
  • Michael Gelband's SmartFinancial position peaked at $372K in Q4 2024.
  • 151 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2025.

Based on ExodusPoint Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.