GI
SMBK icon

GAMMA Investing’s SmartFinancial SMBK Stock Holding History

GAMMA Investing’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 		$6.1K Hold
130
– – ﹤0.01% 3391
2026
Q1 		$5.08K Hold
130
– – ﹤0.01% 3355
2025
Q4 		$4.81K Sell
130
-9
-6% -$326 ﹤0.01% 3296
2025
Q3 		$4.97K Hold
139
– – ﹤0.01% 3187
2025
Q2 		$4.7K Buy
139
+70
+101% +$2.16K ﹤0.01% 3147
2025
Q1 		$2.15K Buy
69
+58
+527% +$1.93K ﹤0.01% 3397
2024
Q4 		$341 Buy
+11
New +$364 ﹤0.01% 3646

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

GAMMA Investing's SMBK Position: Q2 2026 in Review

GAMMA Investing held its SmartFinancial (SMBK) position steady in Q2 2026 at 130 shares worth $6.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3391.

GAMMA Investing 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.

  • GAMMA Investing held 130 shares of SmartFinancial worth $6.1K as of Q2 2026.
  • GAMMA Investing left its SmartFinancial share count unchanged in Q2 2026.
  • SmartFinancial made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #3391 holding.
  • GAMMA Investing 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 GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.