Harbor Capital Advisors’s SmartFinancial SMBK Stock Holding History

Harbor Capital Advisors’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	$12K	Hold	263	–	–	﹤0.01%	965
2026 Q1	$10K	Sell	263 -5,597	-96%	-$221K	﹤0.01%	988
2025 Q4	$217K	Buy	5,860 +321	+6%	+$11.6K	0.02%	611
2025 Q3	$198K	Buy	5,539 +107	+2%	+$3.83K	0.02%	601
2025 Q2	$183K	Buy	5,432 +428	+9%	+$13.2K	0.01%	616
2025 Q1	$156K	Buy	5,004 +4,803	+2,390%	+$160K	0.01%	629
2024 Q4	$6K	Sell	201 -3	-1%	-$99	﹤0.01%	1103
2024 Q3	$6K	Buy	+204	New	+$5.62K	﹤0.01%	1103

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

Harbor Capital Advisors's SMBK Position: Q2 2026 in Review

Harbor Capital Advisors held its SmartFinancial (SMBK) position steady in Q2 2026 at 263 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #965.

Harbor Capital Advisors first reported a position in SMBK in Q3 2024 and has held it in 8 quarters since. The position peaked at $217K in Q4 2025. 185 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

Harbor Capital Advisors held 263 shares of SmartFinancial worth $12K as of Q2 2026.
Harbor Capital Advisors left its SmartFinancial share count unchanged in Q2 2026.
SmartFinancial made up ﹤0.01% of Harbor Capital Advisors's portfolio in Q2 2026, its #965 holding.
Harbor Capital Advisors first reported a position in SmartFinancial in Q3 2024 and has held it in 8 quarters since.
Harbor Capital Advisors's SmartFinancial position peaked at $217K in Q4 2025.
185 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Harbor Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.