Hillsdale Investment Management’s SmartFinancial SMBK Stock Holding History

Hillsdale Investment Management’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	$345K	Buy	8,830 +8,600	+3,739%	+$340K	0.01%	465
2025 Q4	$8.51K	Sell	230 -102,451	-100%	-$3.71M	﹤0.01%	586
2025 Q3	$3.67M	Sell	102,681 -57,548	-36%	-$2.06M	0.11%	250
2025 Q2	$5.41M	Buy	160,229 +36,200	+29%	+$1.12M	0.2%	147
2025 Q1	$3.85M	Buy	124,029 +4,000	+3%	+$133K	0.2%	123
2024 Q4	$3.72M	Buy	+120,029	New	+$3.97M	0.19%	155

Other funds holding SMBK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Hillsdale Investment Management's SMBK Position: Q1 2026 in Review

Hillsdale Investment Management increased its SmartFinancial (SMBK) stake by 3,739% in Q1 2026, buying an estimated $340K and bringing the position to 8,830 shares worth $345K. The position accounts for 0.01% of the portfolio, ranked #465.

Hillsdale Investment Management first reported a position in SMBK in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.41M in Q2 2025. 175 funds tracked by Wall St. Rank hold SMBK as of Q1 2026.

Hillsdale Investment Management held 8,830 shares of SmartFinancial worth $345K as of Q1 2026.
Hillsdale Investment Management bought 8,600 SmartFinancial shares in Q1 2026, an estimated $340K.
SmartFinancial made up 0.01% of Hillsdale Investment Management's portfolio in Q1 2026, its #465 holding.
Hillsdale Investment Management first reported a position in SmartFinancial in Q4 2024 and has held it in 6 quarters since.
Hillsdale Investment Management's SmartFinancial position peaked at $5.41M in Q2 2025.
175 funds tracked by Wall St. Rank held SmartFinancial as of Q1 2026.

Based on Hillsdale Investment Management's 13F filing for Q1 2026, filed 4 May 2026.