Smith & Associates Financial Fund

Name: Smith & Associates Financial Fund — Institutional Ownership
Creator: FBInvestor

CUSIP U90010106COMQ4 2025

Smith & Associates Financial Fund — Institutional Ownership (13F) · FBInvestor

Institutional Holders

13F filers

Shares Held

Aggregate institutional

Institutional Value

$586.6K

Q4 2025

Net New Holders

0 new · 0 closed

Aggregate 13F value by quarter

Multi-quarter trend — upgrade to see history

Q4 2025

New positions0

Increased0

Decreased0

Sold out0

1 funds hold this security · Q4 2025

#	Fund	Shares	Value	Δ Shares	Activity
1	Chicago Trust Co Na	9	$586.6K	0	Held