AllianceBernstein
SMBK icon

AllianceBernstein’s SmartFinancial SMBK Stock Holding History

AllianceBernstein’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
Q1 		$5.58M Sell
150,854
-3,030
-2% -$120K ﹤0.01% 1486
2025
Q4 		$5.69M Sell
153,884
-14,550
-9% -$527K ﹤0.01% 1478
2025
Q3 		$6.02M Sell
168,434
-15,477
-8% -$554K ﹤0.01% 1433
2025
Q2 		$6.21M Sell
183,911
-7,420
-4% -$229K ﹤0.01% 1386
2025
Q1 		$5.95M Sell
191,331
-16,862
-8% -$561K ﹤0.01% 1386
2024
Q4 		$6.45M Buy
208,193
+1,230
+0.6% +$40.7K ﹤0.01% 1375
2024
Q3 		$6.03M Sell
206,963
-43,850
-17% -$1.21M ﹤0.01% 1436
2024
Q2 		$5.94M Buy
250,813
+478
+0.2% +$10.3K ﹤0.01% 1425
2024
Q1 		$5.27M Hold
250,335
– – ﹤0.01% 1438
2023
Q4 		$6.13M Buy
250,335
+6,627
+3% +$147K ﹤0.01% 1400
2023
Q3 		$5.21M Buy
243,708
+32,077
+15% +$742K ﹤0.01% 1402
2023
Q2 		$4.55M Buy
211,631
+60,415
+40% +$1.32M ﹤0.01% 1466
2023
Q1 		$3.5M Buy
151,216
+34,500
+30% +$899K ﹤0.01% 1555
2022
Q4 		$3.21M Buy
116,716
+5,659
+5% +$159K ﹤0.01% 1641
2022
Q3 		$2.74M Buy
111,057
+16,632
+18% +$420K ﹤0.01% 1682
2022
Q2 		$2.28M Buy
94,425
+69,260
+275% +$1.72M ﹤0.01% 1872
2022
Q1 		$644K Buy
+25,165
New +$666K ﹤0.01% 2573
2020
Q3 		– Sell
-10,000
Closed -$162K – 3206
2020
Q2 		$162K Buy
+10,000
New +$146K ﹤0.01% 3040

Other funds holding SMBK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return