Aquatic Capital Management’s SmartFinancial SMBK Stock Holding History

Aquatic Capital Management’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	–	Sell	-190	Closed	-$7.03K	–	1783
2025 Q4	$7.03K	Sell	190 -1,181	-86%	-$42.8K	﹤0.01%	1341
2025 Q3	$49K	Sell	1,371 -3,350	-71%	-$120K	﹤0.01%	1279
2025 Q2	$159K	Buy	4,721 +1,701	+56%	+$52.5K	﹤0.01%	1046
2025 Q1	$93.9K	Sell	3,020 -333	-10%	-$11.1K	﹤0.01%	1071
2024 Q4	$104K	Buy	+3,353	New	+$111K	﹤0.01%	1056
2023 Q3	–	Sell	-300	Closed	-$6K	–	1612
2023 Q2	$6K	Buy	+300	New	+$6.55K	﹤0.01%	1238
2022 Q4	–	Sell	-100	Closed	-$2K	–	1789
2022 Q3	$2K	Sell	100 -400	-80%	-$10.1K	﹤0.01%	1116
2022 Q2	$12K	Buy	+500	New	+$12.4K	﹤0.01%	942
2022 Q1	–	Sell	-400	Closed	-$11K	–	1488
2021 Q4	$11K	Buy	+400	New	+$10.6K	0.02%	775

Other funds holding SMBK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Aquatic Capital Management's SMBK Position: Q1 2026 in Review

Aquatic Capital Management sold out of SmartFinancial (SMBK) in Q1 2026, closing a stake of 190 shares — an estimated $7.03K sold.

Aquatic Capital Management first reported a position in SMBK in Q4 2021 and held it in 9 quarters. The position peaked at $159K in Q2 2025. 175 funds tracked by Wall St. Rank hold SMBK as of Q1 2026.

Aquatic Capital Management reported no remaining SmartFinancial position as of Q1 2026 after selling out during the quarter.
Aquatic Capital Management sold 190 SmartFinancial shares in Q1 2026, an estimated $7.03K.
Aquatic Capital Management first reported a position in SmartFinancial in Q4 2021 and held it in 9 quarters.
Aquatic Capital Management's SmartFinancial position peaked at $159K in Q2 2025.
175 funds tracked by Wall St. Rank held SmartFinancial as of Q1 2026.

Based on Aquatic Capital Management's 13F filing for Q1 2026, filed 15 May 2026.