HSBC Holdings’s SmartFinancial SMBK Stock Holding History

HSBC Holdings’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	$864K	Sell	22,209 -116	-0.5%	-$4.58K	﹤0.01%	1949
2025 Q4	$825K	Buy	22,325 +14,240	+176%	+$515K	﹤0.01%	2045
2025 Q3	$287K	Buy	+8,085	New	+$289K	﹤0.01%	2346
2022 Q4	–	Sell	-11,601	Closed	-$289K	–	3187
2022 Q3	$289K	Hold	11,601	–	–	﹤0.01%	2443
2022 Q2	$276K	Hold	11,601	–	–	﹤0.01%	2683
2022 Q1	$298K	Hold	11,601	–	–	﹤0.01%	2756
2021 Q4	$317K	Hold	11,601	–	–	﹤0.01%	2744
2021 Q3	$302K	Buy	11,601 +3,229	+39%	+$79.8K	﹤0.01%	2542
2021 Q2	$202K	Buy	+8,372	New	+$197K	﹤0.01%	2755
2021 Q1	–	Sell	-11,966	Closed	-$216K	–	3086
2020 Q4	$216K	Buy	+11,966	New	+$197K	﹤0.01%	2769

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

HSBC Holdings's SMBK Position: Q1 2026 in Review

HSBC Holdings reduced its SmartFinancial (SMBK) stake by 0.52% in Q1 2026, selling an estimated $4.58K and leaving 22,209 shares worth $864K. The position accounts for ﹤0.01% of the portfolio, ranked #1949.

HSBC Holdings first reported a position in SMBK in Q4 2020 and has held it in 10 quarters since. 175 funds tracked by Wall St. Rank hold SMBK as of Q1 2026.

HSBC Holdings held 22,209 shares of SmartFinancial worth $864K as of Q1 2026.
HSBC Holdings sold 116 SmartFinancial shares in Q1 2026, an estimated $4.58K.
SmartFinancial made up ﹤0.01% of HSBC Holdings's portfolio in Q1 2026, its #1949 holding.
HSBC Holdings first reported a position in SmartFinancial in Q4 2020 and has held it in 10 quarters since.
175 funds tracked by Wall St. Rank held SmartFinancial as of Q1 2026.

Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.