RJFSA
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Raymond James Financial Services Advisors’s SmartFinancial SMBK Stock Holding History

Raymond James Financial Services 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
Q1 		– Sell
-14,250
Closed -$349K – 3491
2023
Q4 		$349K Sell
14,250
-9,989
-41% -$221K ﹤0.01% 2640
2023
Q3 		$518K Sell
24,239
-6,520
-21% -$151K ﹤0.01% 2309
2023
Q2 		$662K Buy
30,759
+18,647
+154% +$407K ﹤0.01% 2174
2023
Q1 		$280K Buy
+12,112
New +$316K ﹤0.01% 2681
2022
Q3 		– Sell
-11,718
Closed -$283K – 3391
2022
Q2 		$283K Buy
11,718
+538
+5% +$13.4K ﹤0.01% 2636
2022
Q1 		$286K Buy
11,180
+3,365
+43% +$89.1K ﹤0.01% 2740
2021
Q4 		$214K Sell
7,815
-800
-9% -$21.2K ﹤0.01% 2931
2021
Q3 		$223K Buy
+8,615
New +$213K ﹤0.01% 2900

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
CCA
Cravens & Co Advisors Cookeville, Tennessee $154M AUM 17.67% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SM
Salzhauer Michael $212M AUM 20.86% 1-Year Est. Return