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 Q2	$1.06M	Buy	22,681 +472	+2%	+$20.1K	﹤0.01%	1912
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 $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

HSBC Holdings's SMBK Position: Q2 2026 in Review

HSBC Holdings increased its SmartFinancial (SMBK) stake by 2.1% in Q2 2026, buying an estimated $20.1K and bringing the position to 22,681 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1912.

HSBC Holdings first reported a position in SMBK in Q4 2020 and has held it in 11 quarters since. 184 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

HSBC Holdings held 22,681 shares of SmartFinancial worth $1.06M as of Q2 2026.
HSBC Holdings bought 472 SmartFinancial shares in Q2 2026, an estimated $20.1K.
SmartFinancial made up ﹤0.01% of HSBC Holdings's portfolio in Q2 2026, its #1912 holding.
HSBC Holdings first reported a position in SmartFinancial in Q4 2020 and has held it in 11 quarters since.
184 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on HSBC Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.