Citadel Advisors
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Citadel Advisors’s SmartFinancial SMBK Stock Holding History

Citadel Advisors’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 		$1.09M Buy
23,139
+13,109
+131% +$557K ﹤0.01% 8005
2026
Q1 		$392K Sell
10,030
-45,965
-82% -$1.82M ﹤0.01% 9860
2025
Q4 		$2.07M Buy
+55,995
New +$2.03M ﹤0.01% 5842
2025
Q3 		– Sell
-50,733
Closed -$1.71M – 13986
2025
Q2 		$1.71M Buy
50,733
+11,335
+29% +$350K ﹤0.01% 6004
2025
Q1 		$1.22M Buy
39,398
+12,846
+48% +$427K ﹤0.01% 6515
2024
Q4 		$823K Buy
26,552
+19,345
+268% +$640K ﹤0.01% 7450
2024
Q3 		$210K Buy
+7,207
New +$198K ﹤0.01% 10048
2024
Q2 		– Sell
-48,762
Closed -$1.03M – 15300
2024
Q1 		$1.03M Buy
48,762
+20,008
+70% +$442K ﹤0.01% 6861
2023
Q4 		$704K Buy
+28,754
New +$636K ﹤0.01% 7384
2023
Q3 		– Sell
-10,694
Closed -$230K – 15043
2023
Q2 		$230K Buy
+10,694
New +$234K ﹤0.01% 9577
2023
Q1 		– Sell
-23,065
Closed -$634K – 15452
2022
Q4 		$634K Sell
23,065
-2,937
-11% -$82.5K ﹤0.01% 7756
2022
Q3 		$642K Buy
26,002
+10,283
+65% +$259K ﹤0.01% 7919
2022
Q2 		$380K Buy
15,719
+4,348
+38% +$108K ﹤0.01% 9258
2022
Q1 		$291K Sell
11,371
-806
-7% -$21.3K ﹤0.01% 10662
2021
Q4 		$333K Buy
+12,177
New +$323K ﹤0.01% 10696
2021
Q2 		– Sell
-16,166
Closed -$350K – 14363
2021
Q1 		$350K Buy
+16,166
New +$341K ﹤0.01% 10489
2020
Q2 		– Sell
-10,398
Closed -$158K – 10446
2020
Q1 		$158K Buy
+10,398
New +$204K ﹤0.01% 8246

Other funds holding SMBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Citadel Advisors's SMBK Position: Q2 2026 in Review

Citadel Advisors increased its SmartFinancial (SMBK) stake by 131% in Q2 2026, buying an estimated $557K and bringing the position to 23,139 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #8005.

Citadel Advisors first reported a position in SMBK in Q1 2020 and has held it in 17 quarters since. The position peaked at $2.07M in Q4 2025. 185 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

  • Citadel Advisors held 23,139 shares of SmartFinancial worth $1.09M as of Q2 2026.
  • Citadel Advisors bought 13,109 SmartFinancial shares in Q2 2026, an estimated $557K.
  • SmartFinancial made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #8005 holding.
  • Citadel Advisors first reported a position in SmartFinancial in Q1 2020 and has held it in 17 quarters since.
  • Citadel Advisors's SmartFinancial position peaked at $2.07M in Q4 2025.
  • 185 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.