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 Q2	$26.8K	Buy	571 +62	+12%	+$2.63K	﹤0.01%	1761
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 $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

Federated Hermes's SMBK Position: Q2 2026 in Review

Federated Hermes increased its SmartFinancial (SMBK) stake by 12% in Q2 2026, buying an estimated $2.63K and bringing the position to 571 shares worth $26.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1761.

Federated Hermes first reported a position in SMBK in Q2 2018 and has held it in 12 quarters since. The position peaked at $333K in Q4 2025. 184 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

Federated Hermes held 571 shares of SmartFinancial worth $26.8K as of Q2 2026.
Federated Hermes bought 62 SmartFinancial shares in Q2 2026, an estimated $2.63K.
SmartFinancial made up ﹤0.01% of Federated Hermes's portfolio in Q2 2026, its #1761 holding.
Federated Hermes first reported a position in SmartFinancial in Q2 2018 and has held it in 12 quarters since.
Federated Hermes's SmartFinancial position peaked at $333K in Q4 2025.
184 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Federated Hermes's 13F filing for Q2 2026, filed 12 Aug 2026.