Jacobs Levy Equity Management
SMBK icon

Jacobs Levy Equity Management’s SmartFinancial SMBK Stock Holding History

Jacobs Levy Equity 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 		– Sell
-5,267
Closed -$206K – 1072
2026
Q1 		$206K Buy
+5,267
New +$208K ﹤0.01% 916
2024
Q4 		– Sell
-7,770
Closed -$226K – 1033
2024
Q3 		$226K Buy
+7,770
New +$214K ﹤0.01% 912
2024
Q1 		– Sell
-8,420
Closed -$206K – 1043
2023
Q4 		$206K Sell
8,420
-9,841
-54% -$218K ﹤0.01% 923
2023
Q3 		$390K Sell
18,261
-1,363
-7% -$31.5K ﹤0.01% 844
2023
Q2 		$422K Sell
19,624
-5,063
-21% -$111K ﹤0.01% 844
2023
Q1 		$571K Sell
24,687
-11,863
-32% -$309K ﹤0.01% 786
2022
Q4 		$1.01M Buy
36,550
+6,658
+22% +$187K 0.01% 680
2022
Q3 		$739K Sell
29,892
-2,294
-7% -$57.9K 0.01% 771
2022
Q2 		$778K Sell
32,186
-386
-1% -$9.59K 0.01% 794
2022
Q1 		$833K Sell
32,572
-928
-3% -$24.6K 0.01% 786
2021
Q4 		$917K Buy
33,500
+1,780
+6% +$47.2K 0.01% 752
2021
Q3 		$820K Sell
31,720
-292
-0.9% -$7.21K 0.01% 787
2021
Q2 		$769K Buy
32,012
+1,083
+4% +$25.5K 0.01% 794
2021
Q1 		$670K Sell
30,929
-735
-2% -$15.5K 0.01% 812
2020
Q4 		$574K Buy
31,664
+195
+0.6% +$3.21K 0.01% 834
2020
Q3 		$428K Sell
31,469
-5,956
-16% -$84.2K ﹤0.01% 828
2020
Q2 		$606K Buy
37,425
+644
+2% +$9.41K 0.01% 758
2020
Q1 		$559K Buy
36,781
+10,761
+41% +$211K 0.01% 739
2019
Q4 		$615K Buy
+26,020
New +$573K 0.01% 759

Other funds holding SMBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Jacobs Levy Equity Management's SMBK Position: Q2 2026 in Review

Jacobs Levy Equity Management sold out of SmartFinancial (SMBK) in Q2 2026, closing a stake of 5,267 shares — an estimated $206K sold.

Jacobs Levy Equity Management first reported a position in SMBK in Q4 2019 and held it in 19 quarters. The position peaked at $1.01M in Q4 2022. 185 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

  • Jacobs Levy Equity Management reported no remaining SmartFinancial position as of Q2 2026 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 5,267 SmartFinancial shares in Q2 2026, an estimated $206K.
  • Jacobs Levy Equity Management first reported a position in SmartFinancial in Q4 2019 and held it in 19 quarters.
  • Jacobs Levy Equity Management's SmartFinancial position peaked at $1.01M in Q4 2022.
  • 185 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.