ET
SMBK icon

Equitable Trust’s SmartFinancial SMBK Stock Holding History

Equitable Trust’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
Q3 		$813K Sell
16,395
-1,140
-7% -$57.5K 0.03% 251
2026
Q2 		$823K Buy
17,535
+6,060
+53% +$257K 0.03% 255
2026
Q1 		$448K Buy
11,475
+250
+2% +$9.9K 0.02% 342
2025
Q4 		$415K Sell
11,225
-1,120
-9% -$40.5K 0.02% 347
2025
Q3 		$441K Sell
12,345
-445
-3% -$15.9K 0.02% 337
2025
Q2 		$432K Buy
12,790
+1,505
+13% +$46.5K 0.02% 330
2025
Q1 		$351K Sell
11,285
-3,415
-23% -$114K 0.02% 377
2024
Q4 		$455K Sell
14,700
-1,825
-11% -$60.4K 0.03% 335
2024
Q3 		$482K Hold
16,525
– – 0.03% 321
2024
Q2 		$391K Hold
16,525
– – 0.03% 340
2024
Q1 		$348K Hold
16,525
– – 0.02% 353
2023
Q4 		$405K Buy
16,525
+1,100
+7% +$24.3K 0.03% 312
2023
Q3 		$330K Hold
15,425
– – 0.03% 328
2023
Q2 		$332K Sell
15,425
-5,351
-26% -$117K 0.03% 321
2023
Q1 		$481K Buy
20,776
+2,800
+16% +$73K 0.04% 262
2022
Q4 		$494K Hold
17,976
– – 0.04% 261
2022
Q3 		$444K Sell
17,976
-1,575
-8% -$39.7K 0.04% 265
2022
Q2 		$472K Sell
19,551
-860
-4% -$21.4K 0.04% 261
2022
Q1 		$522K Hold
20,411
– – 0.03% 246
2021
Q4 		$558K Hold
20,411
– – 0.03% 234
2021
Q3 		$527K Buy
20,411
+4,071
+25% +$101K 0.03% 238
2021
Q2 		$392K Hold
16,340
– – 0.03% 277
2021
Q1 		$354K Sell
16,340
-9,630
-37% -$203K 0.03% 283
2020
Q4 		$471K Sell
25,970
-1,899
-7% -$31.3K 0.04% 255
2020
Q3 		$379K Sell
27,869
-2,815
-9% -$39.8K 0.03% 257
2020
Q2 		$496K Sell
30,684
-2,490
-8% -$36.4K 0.05% 219
2020
Q1 		$505K Hold
33,174
– – 0.06% 204
2019
Q4 		$785K Hold
33,174
– – 0.08% 162
2019
Q3 		$691K Buy
33,174
+2,050
+7% +$43.2K 0.07% 170
2019
Q2 		$675K Buy
31,124
+15,664
+101% +$324K 0.07% 171
2019
Q1 		$292K Buy
+15,460
New +$295K 0.03% 237

Other funds holding SMBK

CCA
Cravens & Co Advisors Cookeville, Tennessee $147M AUM 14.07% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
CPL
CAP Partners LLC Franklin, Tennessee $218M AUM 16.38% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Equitable Trust's SMBK Position: Q3 2026 in Review

Equitable Trust reduced its SmartFinancial (SMBK) stake by 6.5% in Q3 2026, selling an estimated $57.5K and leaving 16,395 shares worth $813K. The position accounts for 0.03% of the portfolio, ranked #251.

Equitable Trust first reported a position in SMBK in Q1 2019 and has held it in 31 quarters since. The position peaked at $823K in Q2 2026. 19 funds tracked by Wall St. Rank hold SMBK as of Q3 2026.

  • Equitable Trust held 16,395 shares of SmartFinancial worth $813K as of Q3 2026.
  • Equitable Trust sold 1,140 SmartFinancial shares in Q3 2026, an estimated $57.5K.
  • SmartFinancial made up 0.03% of Equitable Trust's portfolio in Q3 2026, its #251 holding.
  • Equitable Trust first reported a position in SmartFinancial in Q1 2019 and has held it in 31 quarters since.
  • Equitable Trust's SmartFinancial position peaked at $823K in Q2 2026.
  • 19 funds tracked by Wall St. Rank held SmartFinancial as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.