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Virtus Investment Advisers’s SmartFinancial SMBK Stock Holding History

Virtus Investment Advisers’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
Q1 		– Sell
-4,000
Closed -$124K – 667
2024
Q4 		$124K Buy
+4,000
New +$132K 0.1% 238

Other funds holding SMBK

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

Virtus Investment Advisers's SMBK Position: Q1 2025 in Review

Virtus Investment Advisers sold out of SmartFinancial (SMBK) in Q1 2025, closing a stake of 4,000 shares — an estimated $124K sold.

Virtus Investment Advisers first reported a position in SMBK in Q4 2024 and held it in 1 quarter. The position peaked at $124K in Q4 2024. 139 funds tracked by Wall St. Rank hold SMBK as of Q1 2025.

  • Virtus Investment Advisers reported no remaining SmartFinancial position as of Q1 2025 after selling out during the quarter.
  • Virtus Investment Advisers sold 4,000 SmartFinancial shares in Q1 2025, an estimated $124K.
  • Virtus Investment Advisers first reported a position in SmartFinancial in Q4 2024 and held it in 1 quarter.
  • Virtus Investment Advisers's SmartFinancial position peaked at $124K in Q4 2024.
  • 139 funds tracked by Wall St. Rank held SmartFinancial as of Q1 2025.

Based on Virtus Investment Advisers's 13F filing for Q1 2025, filed 15 May 2025.