Connor, Clark & Lunn Investment Management (CC&L)’s SmartFinancial SMBK Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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 Q1	$3.66M	Sell	93,597 -4,581	-5%	-$181K	0.01%	785
2025 Q4	$3.63M	Sell	98,178 -14,760	-13%	-$534K	0.01%	756
2025 Q3	$4.04M	Buy	112,938 +9,102	+9%	+$326K	0.01%	647
2025 Q2	$3.51M	Buy	103,836 +16,202	+18%	+$500K	0.01%	684
2025 Q1	$2.72M	Buy	87,634 +27,586	+46%	+$917K	0.01%	651
2024 Q4	$1.86M	Buy	60,048 +48,576	+423%	+$1.61M	0.01%	742
2024 Q3	$334K	Buy	+11,472	New	+$316K	﹤0.01%	1203
2021 Q3	–	Sell	-9,564	Closed	-$230K	–	1202
2021 Q2	$230K	Buy	+9,564	New	+$225K	﹤0.01%	897

Other funds holding SMBK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PCMF

Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s SMBK Position: Q1 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) reduced its SmartFinancial (SMBK) stake by 4.7% in Q1 2026, selling an estimated $181K and leaving 93,597 shares worth $3.66M. The position accounts for 0.01% of the portfolio, ranked #785.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in SMBK in Q2 2021 and has held it in 8 quarters since. The position peaked at $4.04M in Q3 2025. 175 funds tracked by Wall St. Rank hold SMBK as of Q1 2026.

Connor, Clark & Lunn Investment Management (CC&L) held 93,597 shares of SmartFinancial worth $3.66M as of Q1 2026.
Connor, Clark & Lunn Investment Management (CC&L) sold 4,581 SmartFinancial shares in Q1 2026, an estimated $181K.
SmartFinancial made up 0.01% of Connor, Clark & Lunn Investment Management (CC&L)'s portfolio in Q1 2026, its #785 holding.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in SmartFinancial in Q2 2021 and has held it in 8 quarters since.
Connor, Clark & Lunn Investment Management (CC&L)'s SmartFinancial position peaked at $4.04M in Q3 2025.
175 funds tracked by Wall St. Rank held SmartFinancial as of Q1 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q1 2026, filed 11 May 2026.