Fidelity Investments
SMBK icon

Fidelity Investments’s SmartFinancial SMBK Stock Holding History

Fidelity Investments’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 		$227K Buy
5,821
+1,182
+25% +$46.7K ﹤0.01% 3441
2025
Q4 		$172K Buy
4,639
+3,234
+230% +$117K ﹤0.01% 3506
2025
Q3 		$50.2K Buy
1,405
+237
+20% +$8.48K ﹤0.01% 3978
2025
Q2 		$39.5K Buy
1,168
+24
+2% +$741 ﹤0.01% 4003
2025
Q1 		$35.6K Buy
1,144
+38
+3% +$1.26K ﹤0.01% 4002
2024
Q4 		$34.3K Buy
1,106
+10
+0.9% +$331 ﹤0.01% 4013
2024
Q3 		$31.9K Buy
1,096
+18
+2% +$496 ﹤0.01% 3981
2024
Q2 		$25.5K Buy
1,078
+722
+203% +$15.6K ﹤0.01% 3958
2024
Q1 		$7.5K Buy
356
+228
+178% +$5.04K ﹤0.01% 4373
2023
Q4 		$3.13K Buy
128
+41
+47% +$907 ﹤0.01% 4569
2023
Q3 		$1.86K Sell
87
-10
-10% -$231 ﹤0.01% 4552
2023
Q2 		$2.09K Sell
97
-613
-86% -$13.4K ﹤0.01% 4581
2023
Q1 		$16.4K Buy
710
+519
+272% +$13.5K ﹤0.01% 3926
2022
Q4 		$5.25K Buy
191
+49
+35% +$1.38K ﹤0.01% 4232
2022
Q3 		$4K Buy
142
+93
+190% +$2.35K ﹤0.01% 4412
2022
Q2 		$1K Buy
49
+7
+17% +$174 ﹤0.01% 4794
2022
Q1 		$1K Buy
+42
New +$1.11K ﹤0.01% 4844

Other funds holding SMBK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return