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 Q2	$12.7K	Buy	+270	New	+$11.5K	﹤0.01%	1202
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 $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 $3.38T AUM 44.17% 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

Aquatic Capital Management's SMBK Position: Q2 2026 in Review

Aquatic Capital Management opened a new position in SmartFinancial (SMBK) in Q2 2026: 270 shares worth $12.7K. The stake represents ﹤0.01% of the portfolio and ranks #1202 among its holdings. This is a return to the name: Aquatic Capital Management previously reported a position in SMBK as recently as Q4 2025.

Aquatic Capital Management first reported a position in SMBK in Q4 2021 and has held it in 10 quarters since. The position peaked at $159K in Q2 2025. 184 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

Aquatic Capital Management held 270 shares of SmartFinancial worth $12.7K as of Q2 2026.
SmartFinancial was a new Aquatic Capital Management position in Q2 2026.
SmartFinancial made up ﹤0.01% of Aquatic Capital Management's portfolio in Q2 2026, its #1202 holding.
Aquatic Capital Management first reported a position in SmartFinancial in Q4 2021 and has held it in 10 quarters since.
Aquatic Capital Management's SmartFinancial position peaked at $159K in Q2 2025.
184 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Aquatic Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.