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Brandywine Global Investment Management’s SmartFinancial SMBK Stock Holding History

Brandywine Global Investment 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
2025
Q4 		$908K Sell
24,559
-800
-3% -$29K 0.01% 536
2025
Q3 		$906K Sell
25,359
-600
-2% -$21.5K 0.01% 550
2025
Q2 		$877K Sell
25,959
-700
-3% -$21.6K 0.01% 541
2025
Q1 		$829K Sell
26,659
-1,009
-4% -$33.5K 0.01% 524
2024
Q4 		$857K Sell
27,668
-1,000
-3% -$33.1K 0.01% 525
2024
Q3 		$849K Sell
28,668
-708
-2% -$19.5K 0.01% 610
2024
Q2 		$695K Sell
29,376
-1,234
-4% -$26.7K 0.01% 646
2024
Q1 		$645K Sell
30,610
-196
-0.6% -$4.33K ﹤0.01% 660
2023
Q4 		$754K Sell
30,806
-3,070
-9% -$67.9K 0.01% 653
2023
Q3 		$724K Sell
33,876
-514
-1% -$11.9K 0.01% 640
2023
Q2 		$740K Buy
34,390
+260
+0.8% +$5.68K 0.01% 645
2023
Q1 		$790K Buy
34,130
+1,928
+6% +$50.3K 0.01% 660
2022
Q4 		$886K Buy
+32,202
New +$904K 0.01% 649
2020
Q3 		– Sell
-5,509
Closed -$90K – 738
2020
Q2 		$90K Buy
5,509
+4,792
+668% +$70K ﹤0.01% 626
2020
Q1 		$11K Hold
717
– – ﹤0.01% 724
2019
Q4 		$17K Buy
+717
New +$15.8K ﹤0.01% 740
2018
Q4 		– Sell
-16,100
Closed -$380K – 891
2018
Q3 		$380K Hold
16,100
– – ﹤0.01% 599
2018
Q2 		$415K Hold
16,100
– – ﹤0.01% 616
2018
Q1 		$380K Buy
16,100
+6,100
+61% +$136K ﹤0.01% 621
2017
Q4 		$217K Hold
10,000
– – ﹤0.01% 687
2017
Q3 		$241K Hold
10,000
– – ﹤0.01% 671
2017
Q2 		$239K Hold
10,000
– – ﹤0.01% 682
2017
Q1 		$211K Buy
+10,000
New +$209K ﹤0.01% 697

Other funds holding SMBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
CCA
Cravens & Co Advisors Cookeville, Tennessee $149M AUM 17.37% 1-Year Est. Return

Brandywine Global Investment Management's SMBK Position: Q4 2025 in Review

Brandywine Global Investment Management reduced its SmartFinancial (SMBK) stake by 3.2% in Q4 2025, selling an estimated $29K and leaving 24,559 shares worth $908K. The position accounts for 0.01% of the portfolio, ranked #536.

Brandywine Global Investment Management first reported a position in SMBK in Q1 2017 and has held it in 23 quarters since. 166 funds tracked by Wall St. Rank hold SMBK as of Q4 2025.

  • Brandywine Global Investment Management held 24,559 shares of SmartFinancial worth $908K as of Q4 2025.
  • Brandywine Global Investment Management sold 800 SmartFinancial shares in Q4 2025, an estimated $29K.
  • SmartFinancial made up 0.01% of Brandywine Global Investment Management's portfolio in Q4 2025, its #536 holding.
  • Brandywine Global Investment Management first reported a position in SmartFinancial in Q1 2017 and has held it in 23 quarters since.
  • 166 funds tracked by Wall St. Rank held SmartFinancial as of Q4 2025.

Based on Brandywine Global Investment Management's 13F filing for Q4 2025, filed 11 Feb 2026.