Inspire Investing’s SmartFinancial SMBK Stock Holding History

Inspire Investing’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	$680K	Buy	14,486 +1,425	+11%	+$60.5K	0.03%	721
2026 Q1	$510K	Buy	13,061 +393	+3%	+$15.5K	0.03%	796
2025 Q4	$469K	Sell	12,668 -36	-0.3%	-$1.3K	0.04%	459
2025 Q3	$454K	Buy	12,704 +1,262	+11%	+$45.2K	0.04%	570
2025 Q2	$387K	Buy	11,442 +376	+3%	+$11.6K	0.04%	686
2025 Q1	$344K	Sell	11,066 -1,805	-14%	-$60K	0.04%	526
2024 Q4	$399K	Sell	12,871 -1,381	-10%	-$45.7K	0.04%	700
2024 Q3	$415K	Buy	+14,252	New	+$392K	0.04%	405

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

Inspire Investing's SMBK Position: Q2 2026 in Review

Inspire Investing increased its SmartFinancial (SMBK) stake by 11% in Q2 2026, buying an estimated $60.5K and bringing the position to 14,486 shares worth $680K. The position accounts for 0.03% of the portfolio, ranked #721.

Inspire Investing first reported a position in SMBK in Q3 2024 and has held it in 8 quarters since. 185 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

Inspire Investing held 14,486 shares of SmartFinancial worth $680K as of Q2 2026.
Inspire Investing bought 1,425 SmartFinancial shares in Q2 2026, an estimated $60.5K.
SmartFinancial made up 0.03% of Inspire Investing's portfolio in Q2 2026, its #721 holding.
Inspire Investing first reported a position in SmartFinancial in Q3 2024 and has held it in 8 quarters since.
185 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Inspire Investing's 13F filing for Q2 2026, filed 12 Aug 2026.