Federated Hermes’s SmartFinancial SMBK Stock Holding History

Federated Hermes’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	$19.9K	Sell	509 -8,501	-94%	-$336K	﹤0.01%	1780
2025 Q4	$333K	Sell	9,010 -21	-0.2%	-$760	﹤0.01%	1406
2025 Q3	$323K	Buy	9,031 +8,909	+7,302%	+$319K	﹤0.01%	1425
2025 Q2	$4.12K	Buy	+122	New	+$3.77K	﹤0.01%	1903
2023 Q1	–	Sell	-150	Closed	-$4.13K	–	2247
2022 Q4	$4.13K	Sell	150 -12	-7%	-$337	﹤0.01%	1945
2022 Q3	$4K	Buy	162 +15	+10%	+$378	﹤0.01%	1914
2022 Q2	$4K	Buy	+147	New	+$3.65K	﹤0.01%	1921
2022 Q1	–	Sell	-3	Closed	-$1K	–	2302
2021 Q4	$1K	Sell	3 -15	-83%	-$398	﹤0.01%	2149
2021 Q3	$1K	Buy	+18	New	+$445	﹤0.01%	2161
2018 Q4	–	Sell	-43	Closed	-$1K	–	2290
2018 Q3	$1K	Sell	43 -21	-33%	-$523	﹤0.01%	2213
2018 Q2	$2K	Buy	+64	New	+$1.57K	﹤0.01%	2114

Other funds holding SMBK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Federated Hermes's SMBK Position: Q1 2026 in Review

Federated Hermes reduced its SmartFinancial (SMBK) stake by 94% in Q1 2026, selling an estimated $336K and leaving 509 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1780.

Federated Hermes first reported a position in SMBK in Q2 2018 and has held it in 11 quarters since. The position peaked at $333K in Q4 2025. 175 funds tracked by Wall St. Rank hold SMBK as of Q1 2026.

Federated Hermes held 509 shares of SmartFinancial worth $19.9K as of Q1 2026.
Federated Hermes sold 8,501 SmartFinancial shares in Q1 2026, an estimated $336K.
SmartFinancial made up ﹤0.01% of Federated Hermes's portfolio in Q1 2026, its #1780 holding.
Federated Hermes first reported a position in SmartFinancial in Q2 2018 and has held it in 11 quarters since.
Federated Hermes's SmartFinancial position peaked at $333K in Q4 2025.
175 funds tracked by Wall St. Rank held SmartFinancial as of Q1 2026.

Based on Federated Hermes's 13F filing for Q1 2026, filed 11 May 2026.