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CSM Advisors’s SmartFinancial SMBK Stock Holding History

CSM 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 		$8.64M Buy
184,035
+12,860
+8% +$546K 0.18% 131
2026
Q1 		$6.69M Sell
171,175
-1,055
-0.6% -$41.7K 0.16% 144
2025
Q4 		$6.37M Buy
172,230
+250
+0.1% +$9.05K 0.17% 133
2025
Q3 		$6.14M Sell
171,980
-5,610
-3% -$201K 0.17% 140
2025
Q2 		$6M Buy
+177,590
New +$5.48M 0.17% 147

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

CSM Advisors's SMBK Position: Q2 2026 in Review

CSM Advisors increased its SmartFinancial (SMBK) stake by 7.5% in Q2 2026, buying an estimated $546K and bringing the position to 184,035 shares worth $8.64M. The position accounts for 0.18% of the portfolio, ranked #131.

CSM Advisors first reported a position in SMBK in Q2 2025 and has held it in 5 quarters since. 185 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

  • CSM Advisors held 184,035 shares of SmartFinancial worth $8.64M as of Q2 2026.
  • CSM Advisors bought 12,860 SmartFinancial shares in Q2 2026, an estimated $546K.
  • SmartFinancial made up 0.18% of CSM Advisors's portfolio in Q2 2026, its #131 holding.
  • CSM Advisors first reported a position in SmartFinancial in Q2 2025 and has held it in 5 quarters since.
  • 185 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

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