Engineers Gate Manager’s SmartFinancial SMBK Stock Holding History

Engineers Gate Manager’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	$308K	Buy	6,570 +990	+18%	+$42.1K	﹤0.01%	1770
2026 Q1	$218K	Buy	+5,580	New	+$221K	﹤0.01%	1871
2025 Q4	–	Sell	-9,588	Closed	-$343K	–	2504
2025 Q3	$343K	Sell	9,588 -2,261	-19%	-$80.9K	﹤0.01%	1688
2025 Q2	$400K	Buy	11,849 +585	+5%	+$18.1K	0.01%	1579
2025 Q1	$350K	Buy	+11,264	New	+$374K	0.01%	1619

Other funds holding SMBK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Engineers Gate Manager's SMBK Position: Q2 2026 in Review

Engineers Gate Manager increased its SmartFinancial (SMBK) stake by 18% in Q2 2026, buying an estimated $42.1K and bringing the position to 6,570 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #1770.

Engineers Gate Manager first reported a position in SMBK in Q1 2025 and has held it in 5 quarters since. The position peaked at $400K in Q2 2025. 185 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

Engineers Gate Manager held 6,570 shares of SmartFinancial worth $308K as of Q2 2026.
Engineers Gate Manager bought 990 SmartFinancial shares in Q2 2026, an estimated $42.1K.
SmartFinancial made up ﹤0.01% of Engineers Gate Manager's portfolio in Q2 2026, its #1770 holding.
Engineers Gate Manager first reported a position in SmartFinancial in Q1 2025 and has held it in 5 quarters since.
Engineers Gate Manager's SmartFinancial position peaked at $400K in Q2 2025.
185 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Engineers Gate Manager's 13F filing for Q2 2026, filed 14 Aug 2026.