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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

American Century Companies

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

Geode Capital Management

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

Acadian Asset Management

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

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return