VNA
SDM

Valley National Advisers’s Smart Digital Group SDM Stock Holding History

Valley National Advisers’s Portfolio SDM Stock Details SDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,000
Closed -$1K – 959
2025
Q3 		$1K Buy
1,000
+900
+900% +$12.4K ﹤0.01% 841
2025
Q2 		$1K Buy
+100
New +$669 ﹤0.01% 810

Other funds holding SDM

SRL
Scientech Research LLC Jersey City, New Jersey $123M AUM 198.31% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
QT
Quantbot Technologies New York $2.54B AUM 22.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valley National Advisers's SDM Position: Q4 2025 in Review

Valley National Advisers sold out of Smart Digital Group (SDM) in Q4 2025, closing a stake of 1,000 shares — an estimated $1K sold.

Valley National Advisers first reported a position in SDM in Q2 2025 and held it in 2 quarters. The position peaked at $1K in Q3 2025. 12 funds tracked by Wall St. Rank hold SDM as of Q4 2025.

  • Valley National Advisers reported no remaining Smart Digital Group position as of Q4 2025 after selling out during the quarter.
  • Valley National Advisers sold 1,000 Smart Digital Group shares in Q4 2025, an estimated $1K.
  • Valley National Advisers first reported a position in Smart Digital Group in Q2 2025 and held it in 2 quarters.
  • Valley National Advisers's Smart Digital Group position peaked at $1K in Q3 2025.
  • 12 funds tracked by Wall St. Rank held Smart Digital Group as of Q4 2025.

Based on Valley National Advisers's 13F filing for Q4 2025, filed 23 Jan 2026.