Franklin Resources
SMBK icon

Franklin Resources’s SmartFinancial SMBK Stock Holding History

Franklin Resources’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 		$1.3M Sell
27,646
-3,722
-12% -$158K ﹤0.01% 2173
2026
Q1 		$1.23M Buy
31,368
+15,101
+93% +$597K ﹤0.01% 2098
2025
Q4 		$602K Buy
16,267
+6,367
+64% +$230K ﹤0.01% 2320
2025
Q3 		$354K Hold
9,900
– – ﹤0.01% 2591
2025
Q2 		$334K Hold
9,900
– – ﹤0.01% 2515
2025
Q1 		$308K Hold
9,900
– – ﹤0.01% 2477
2024
Q4 		$307K Buy
+9,900
New +$328K ﹤0.01% 2490

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

Franklin Resources's SMBK Position: Q2 2026 in Review

Franklin Resources reduced its SmartFinancial (SMBK) stake by 12% in Q2 2026, selling an estimated $158K and leaving 27,646 shares worth $1.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2173.

Franklin Resources first reported a position in SMBK in Q4 2024 and has held it in 7 quarters since. 185 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

  • Franklin Resources held 27,646 shares of SmartFinancial worth $1.3M as of Q2 2026.
  • Franklin Resources sold 3,722 SmartFinancial shares in Q2 2026, an estimated $158K.
  • SmartFinancial made up ﹤0.01% of Franklin Resources's portfolio in Q2 2026, its #2173 holding.
  • Franklin Resources first reported a position in SmartFinancial in Q4 2024 and has held it in 7 quarters since.
  • 185 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.