Algert Global’s SmartFinancial SMBK Stock Holding History

Algert Global’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
2026 Q2	–	Sell	-6,479	Closed	-$253K	–	1398
2026 Q1	$253K	Buy	+6,479	New	+$256K	﹤0.01%	1048

Other funds holding SMBK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

PCMF

Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Algert Global's SMBK Position: Q2 2026 in Review

Algert Global sold out of SmartFinancial (SMBK) in Q2 2026, closing a stake of 6,479 shares — an estimated $253K sold.

Algert Global first reported a position in SMBK in Q1 2026 and held it in 1 quarter. The position peaked at $253K in Q1 2026. 185 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

Algert Global reported no remaining SmartFinancial position as of Q2 2026 after selling out during the quarter.
Algert Global sold 6,479 SmartFinancial shares in Q2 2026, an estimated $253K.
Algert Global first reported a position in SmartFinancial in Q1 2026 and held it in 1 quarter.
Algert Global's SmartFinancial position peaked at $253K in Q1 2026.
185 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.