EF
SMBK icon

Empowered Funds’s SmartFinancial SMBK Stock Holding History

Empowered Funds’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 		$4.08M Buy
86,995
+6,253
+8% +$266K 0.02% 796
2026
Q1 		$3.16M Sell
80,742
-6,225
-7% -$246K 0.02% 852
2025
Q4 		$3.22M Buy
86,967
+8,354
+11% +$302K 0.05% 366
2025
Q3 		$2.81M Buy
78,613
+7,580
+11% +$271K 0.03% 748
2025
Q2 		$2.4M Buy
71,033
+5,324
+8% +$164K 0.03% 737
2025
Q1 		$2.04M Sell
65,709
-4,968
-7% -$165K 0.03% 737
2024
Q4 		$2.19M Buy
70,677
+3,390
+5% +$112K 0.03% 700
2024
Q3 		$1.96M Buy
67,287
+3,350
+5% +$92.2K 0.03% 683
2024
Q2 		$1.51M Buy
63,937
+4,500
+8% +$97.3K 0.03% 714
2024
Q1 		$1.25M Buy
59,437
+4,375
+8% +$96.7K 0.02% 782
2023
Q4 		$1.35M Buy
55,062
+4,904
+10% +$109K 0.03% 661
2023
Q3 		$1.07M Buy
50,158
+4,108
+9% +$95K 0.03% 642
2023
Q2 		$991K Buy
+46,050
New +$1.01M 0.03% 615

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

Empowered Funds's SMBK Position: Q2 2026 in Review

Empowered Funds increased its SmartFinancial (SMBK) stake by 7.7% in Q2 2026, buying an estimated $266K and bringing the position to 86,995 shares worth $4.08M. The position accounts for 0.02% of the portfolio, ranked #796.

Empowered Funds first reported a position in SMBK in Q2 2023 and has held it in 13 quarters since. 185 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

  • Empowered Funds held 86,995 shares of SmartFinancial worth $4.08M as of Q2 2026.
  • Empowered Funds bought 6,253 SmartFinancial shares in Q2 2026, an estimated $266K.
  • SmartFinancial made up 0.02% of Empowered Funds's portfolio in Q2 2026, its #796 holding.
  • Empowered Funds first reported a position in SmartFinancial in Q2 2023 and has held it in 13 quarters since.
  • 185 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.