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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
Q2 		$823K Buy
17,535
+6,060
+53% +$257K 0.03% 255
2026
Q1 		$448K Buy
11,475
+250
+2% +$9.88K 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

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

Equitable Trust's SMBK Position: Q2 2026 in Review

Equitable Trust increased its SmartFinancial (SMBK) stake by 53% in Q2 2026, buying an estimated $257K and bringing the position to 17,535 shares worth $823K. The position accounts for 0.03% of the portfolio, ranked #255.

Equitable Trust first reported a position in SMBK in Q1 2019 and has held it in 30 quarters since. 185 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

  • Equitable Trust held 17,535 shares of SmartFinancial worth $823K as of Q2 2026.
  • Equitable Trust bought 6,060 SmartFinancial shares in Q2 2026, an estimated $257K.
  • SmartFinancial made up 0.03% of Equitable Trust's portfolio in Q2 2026, its #255 holding.
  • Equitable Trust first reported a position in SmartFinancial in Q1 2019 and has held it in 30 quarters since.
  • 185 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.