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David Shaw’s SmartFinancial SMBK Stock Holding History

David Shaw’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 		$1.72M Sell
36,712
-5,840
-14% -$248K ﹤0.01% 3332
2026
Q1 		$1.66M Sell
42,552
-7,178
-14% -$284K ﹤0.01% 3056
2025
Q4 		$1.84M Buy
49,730
+27,073
+119% +$980K ﹤0.01% 3120
2025
Q3 		$810K Buy
+22,657
New +$811K ﹤0.01% 3589

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

David Shaw's SMBK Position: Q2 2026 in Review

David Shaw reduced its SmartFinancial (SMBK) stake by 14% in Q2 2026, selling an estimated $248K and leaving 36,712 shares worth $1.72M. The position accounts for ﹤0.01% of the portfolio, ranked #3332.

David Shaw first reported a position in SMBK in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.84M in Q4 2025. 185 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

  • David Shaw held 36,712 shares of SmartFinancial worth $1.72M as of Q2 2026.
  • David Shaw sold 5,840 SmartFinancial shares in Q2 2026, an estimated $248K.
  • SmartFinancial made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #3332 holding.
  • David Shaw first reported a position in SmartFinancial in Q3 2025 and has held it in 4 quarters since.
  • David Shaw's SmartFinancial position peaked at $1.84M in Q4 2025.
  • 185 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.