Fidelity Investments
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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
Q2 		$980K Buy
20,891
+15,070
+259% +$640K ﹤0.01% 3018
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 $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

Fidelity Investments's SMBK Position: Q2 2026 in Review

Fidelity Investments increased its SmartFinancial (SMBK) stake by 259% in Q2 2026, buying an estimated $640K and bringing the position to 20,891 shares worth $980K. The position accounts for ﹤0.01% of the portfolio, ranked #3018.

Fidelity Investments first reported a position in SMBK in Q1 2022 and has held it in 18 quarters since. 185 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

  • Fidelity Investments held 20,891 shares of SmartFinancial worth $980K as of Q2 2026.
  • Fidelity Investments bought 15,070 SmartFinancial shares in Q2 2026, an estimated $640K.
  • SmartFinancial made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #3018 holding.
  • Fidelity Investments first reported a position in SmartFinancial in Q1 2022 and has held it in 18 quarters since.
  • 185 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.