Arrowstreet Capital’s SmartFinancial SMBK Stock Holding History

Arrowstreet Capital’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	$2.99M	Buy	63,767 +13,386	+27%	+$569K	﹤0.01%	1434
2026 Q1	$1.97M	Hold	50,381	–	–	﹤0.01%	1406
2025 Q4	$1.86M	Buy	50,381 +3,816	+8%	+$138K	﹤0.01%	1428
2025 Q3	$1.66M	Hold	46,565	–	–	﹤0.01%	1488
2025 Q2	$1.57M	Buy	46,565 +4,639	+11%	+$143K	﹤0.01%	1508
2025 Q1	$1.3M	Buy	41,926 +1,641	+4%	+$54.5K	﹤0.01%	1414
2024 Q4	$1.25M	Buy	40,285 +25,543	+173%	+$845K	﹤0.01%	1398
2024 Q3	$430K	Buy	+14,742	New	+$406K	﹤0.01%	1537

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

Arrowstreet Capital's SMBK Position: Q2 2026 in Review

Arrowstreet Capital increased its SmartFinancial (SMBK) stake by 27% in Q2 2026, buying an estimated $569K and bringing the position to 63,767 shares worth $2.99M. The position accounts for ﹤0.01% of the portfolio, ranked #1434.

Arrowstreet Capital first reported a position in SMBK in Q3 2024 and has held it in 8 quarters since. 185 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

Arrowstreet Capital held 63,767 shares of SmartFinancial worth $2.99M as of Q2 2026.
Arrowstreet Capital bought 13,386 SmartFinancial shares in Q2 2026, an estimated $569K.
SmartFinancial made up ﹤0.01% of Arrowstreet Capital's portfolio in Q2 2026, its #1434 holding.
Arrowstreet Capital first reported a position in SmartFinancial in Q3 2024 and has held it in 8 quarters since.
185 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Arrowstreet Capital's 13F filing for Q2 2026, filed 13 Aug 2026.