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 Q2	$415K	Buy	8,840 +10	+0.1%	+$425	0.01%	469
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 $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 $3.38T AUM 44.17% 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

Hillsdale Investment Management's SMBK Position: Q2 2026 in Review

Hillsdale Investment Management increased its SmartFinancial (SMBK) stake by 0.11% in Q2 2026, buying an estimated $425 and bringing the position to 8,840 shares worth $415K. The position accounts for 0.01% of the portfolio, ranked #469.

Hillsdale Investment Management first reported a position in SMBK in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.41M in Q2 2025. 184 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

Hillsdale Investment Management held 8,840 shares of SmartFinancial worth $415K as of Q2 2026.
Hillsdale Investment Management bought 10 SmartFinancial shares in Q2 2026, an estimated $425.
SmartFinancial made up 0.01% of Hillsdale Investment Management's portfolio in Q2 2026, its #469 holding.
Hillsdale Investment Management first reported a position in SmartFinancial in Q4 2024 and has held it in 7 quarters since.
Hillsdale Investment Management's SmartFinancial position peaked at $5.41M in Q2 2025.
184 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Hillsdale Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.