Rockefeller Capital Management
SMBK icon

Rockefeller Capital Management’s SmartFinancial SMBK Stock Holding History

Rockefeller Capital Management’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
-15,941
Closed -$465K – 1722
2024
Q3 		$465K Sell
15,941
-131
-0.8% -$3.61K ﹤0.01% 1450
2024
Q2 		$380K Buy
16,072
+131
+0.8% +$2.83K ﹤0.01% 1504
2024
Q1 		$336K Hold
15,941
– – ﹤0.01% 1564
2023
Q4 		$390K Buy
+15,941
New +$353K ﹤0.01% 1408

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
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Rockefeller Capital Management's SMBK Position: Q4 2024 in Review

Rockefeller Capital Management sold out of SmartFinancial (SMBK) in Q4 2024, closing a stake of 15,941 shares — an estimated $465K sold.

Rockefeller Capital Management first reported a position in SMBK in Q4 2023 and held it in 4 quarters. The position peaked at $465K in Q3 2024. 128 funds tracked by Wall St. Rank hold SMBK as of Q4 2024.

  • Rockefeller Capital Management reported no remaining SmartFinancial position as of Q4 2024 after selling out during the quarter.
  • Rockefeller Capital Management sold 15,941 SmartFinancial shares in Q4 2024, an estimated $465K.
  • Rockefeller Capital Management first reported a position in SmartFinancial in Q4 2023 and held it in 4 quarters.
  • Rockefeller Capital Management's SmartFinancial position peaked at $465K in Q3 2024.
  • 128 funds tracked by Wall St. Rank held SmartFinancial as of Q4 2024.

Based on Rockefeller Capital Management's 13F filing for Q4 2024, filed 13 Feb 2025.