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INTECH Investment Management’s SmartFinancial SMBK Stock Holding History

INTECH 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
2025
Q4 		– Sell
-5,791
Closed -$207K – 2440
2025
Q3 		$207K Sell
5,791
-1,972
-25% -$70.6K ﹤0.01% 2044
2025
Q2 		$262K Sell
7,763
-1,282
-14% -$39.6K ﹤0.01% 1949
2025
Q1 		$281K Buy
+9,045
New +$301K ﹤0.01% 1929

Other funds holding SMBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
CCA
Cravens & Co Advisors Cookeville, Tennessee $149M AUM 17.37% 1-Year Est. Return

INTECH Investment Management's SMBK Position: Q4 2025 in Review

INTECH Investment Management sold out of SmartFinancial (SMBK) in Q4 2025, closing a stake of 5,791 shares — an estimated $207K sold.

INTECH Investment Management first reported a position in SMBK in Q1 2025 and held it in 3 quarters. The position peaked at $281K in Q1 2025. 166 funds tracked by Wall St. Rank hold SMBK as of Q4 2025.

  • INTECH Investment Management reported no remaining SmartFinancial position as of Q4 2025 after selling out during the quarter.
  • INTECH Investment Management sold 5,791 SmartFinancial shares in Q4 2025, an estimated $207K.
  • INTECH Investment Management first reported a position in SmartFinancial in Q1 2025 and held it in 3 quarters.
  • INTECH Investment Management's SmartFinancial position peaked at $281K in Q1 2025.
  • 166 funds tracked by Wall St. Rank held SmartFinancial as of Q4 2025.

Based on INTECH Investment Management's 13F filing for Q4 2025, filed 10 Feb 2026.