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SMBK icon

Covestor’s SmartFinancial SMBK Stock Holding History

Covestor’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 		$0 Sell
5
-4
-44% -$170 ﹤0.01% 2812
2026
Q1 		$0 Sell
9
-22
-71% -$870 ﹤0.01% 2728
2025
Q4 		$1K Hold
31
– – ﹤0.01% 2166
2025
Q3 		$1K Buy
31
+2
+7% +$72 ﹤0.01% 2177
2025
Q2 		$1K Buy
+29
New +$895 ﹤0.01% 2096
2024
Q3 		– Sell
-16
Closed – – 2714
2024
Q2 		$0 Buy
16
+12
+300% +$260 ﹤0.01% 2707
2024
Q1 		$0 Sell
4
-20
-83% -$442 ﹤0.01% 2688
2023
Q4 		$1K Sell
24
-7
-23% -$155 ﹤0.01% 2033
2023
Q3 		$1K Sell
31
-5
-14% -$116 ﹤0.01% 1996
2023
Q2 		$1K Buy
36
+34
+1,700% +$743 ﹤0.01% 2019
2023
Q1 		$0 Hold
2
– – ﹤0.01% 2535
2022
Q4 		$0 Buy
2
+1
+100% +$28 ﹤0.01% 2555
2022
Q3 		$0 Buy
+1
New +$25 ﹤0.01% 2548

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

Covestor's SMBK Position: Q2 2026 in Review

Covestor reduced its SmartFinancial (SMBK) stake by 44% in Q2 2026, selling an estimated $170 and leaving 5 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2812.

Covestor first reported a position in SMBK in Q3 2022 and has held it in 13 quarters since. The position peaked at $1K in Q4 2025. 185 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

  • Covestor held 5 shares of SmartFinancial worth $0 as of Q2 2026.
  • Covestor sold 4 SmartFinancial shares in Q2 2026, an estimated $170.
  • SmartFinancial made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2812 holding.
  • Covestor first reported a position in SmartFinancial in Q3 2022 and has held it in 13 quarters since.
  • Covestor's SmartFinancial position peaked at $1K in Q4 2025.
  • 185 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.