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