Who owns SMITH & ASSOCIATES FINANCIAL FUND?

Tip: Access positions for across all investors

Analyze quarterly positions in Smith & Associates Financial Fund with up to 7 years of data, all consolidated into one spreadsheet

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Top investors of Smith & Associates Financial Fund stock

Who bought or sold SMITH & ASSOCIATES FINANCIAL FUND this quarter?

There are no current stakeholders of Smith & Associates Financial Fund.

This is normal when the security:

  • Has been acquired or taken private
  • Has merged with another entity
  • Has changed its name and has a new CUSIP (and/or symbol)
  • Has been delisted and the ticker has changed

Please use Search to find the security you were looking for.

Who sold out of Smith & Associates Financial Fund?

Fund or Company Name Date Sold Shares Held Valued At
CHICAGO TRUST Co NA Dec 2025 9.00 $587k