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Cliff Asness’s SmartFinancial SMBK Stock Holding History

Cliff Asness’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 		$2.97M Buy
63,265
+13,376
+27% +$568K ﹤0.01% 2358
2026
Q1 		$1.95M Buy
49,889
+2,730
+6% +$108K ﹤0.01% 2364
2025
Q4 		$1.74M Sell
47,159
-1,507
-3% -$54.6K ﹤0.01% 2211
2025
Q3 		$1.74M Buy
48,666
+1,570
+3% +$56.2K ﹤0.01% 2067
2025
Q2 		$1.59M Sell
47,096
-4,876
-9% -$151K ﹤0.01% 1923
2025
Q1 		$1.62M Buy
51,972
+31,255
+151% +$1.04M ﹤0.01% 1730
2024
Q4 		$642K Buy
+20,717
New +$685K ﹤0.01% 2126

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 $59.9B AUM 27.01% 1-Year Est. Return

Cliff Asness's SMBK Position: Q2 2026 in Review

Cliff Asness increased its SmartFinancial (SMBK) stake by 27% in Q2 2026, buying an estimated $568K and bringing the position to 63,265 shares worth $2.97M. The position accounts for ﹤0.01% of the portfolio, ranked #2358.

Cliff Asness first reported a position in SMBK in Q4 2024 and has held it in 7 quarters since. 184 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

  • Cliff Asness held 63,265 shares of SmartFinancial worth $2.97M as of Q2 2026.
  • Cliff Asness bought 13,376 SmartFinancial shares in Q2 2026, an estimated $568K.
  • SmartFinancial made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #2358 holding.
  • Cliff Asness first reported a position in SmartFinancial in Q4 2024 and has held it in 7 quarters since.
  • 184 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

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