JY
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Jeff Yass’s SmartFinancial SMBK Stock Holding History

Jeff Yass’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
-8,830
Closed -$345K – 14437
2026
Q1 		$345K Buy
+8,830
New +$349K ﹤0.01% 10574
2025
Q3 		– Sell
-19,437
Closed -$657K – 13763
2025
Q2 		$657K Sell
19,437
-1,473
-7% -$45.5K ﹤0.01% 8532
2025
Q1 		$650K Buy
20,910
+11,439
+121% +$380K ﹤0.01% 8324
2024
Q4 		$293K Buy
+9,471
New +$313K ﹤0.01% 9884

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 $59.9B AUM 27.01% 1-Year Est. Return

Jeff Yass's SMBK Position: Q2 2026 in Review

Jeff Yass sold out of SmartFinancial (SMBK) in Q2 2026, closing a stake of 8,830 shares — an estimated $345K sold.

Jeff Yass first reported a position in SMBK in Q4 2024 and held it in 4 quarters. The position peaked at $657K in Q2 2025. 184 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

  • Jeff Yass reported no remaining SmartFinancial position as of Q2 2026 after selling out during the quarter.
  • Jeff Yass sold 8,830 SmartFinancial shares in Q2 2026, an estimated $345K.
  • Jeff Yass first reported a position in SmartFinancial in Q4 2024 and held it in 4 quarters.
  • Jeff Yass's SmartFinancial position peaked at $657K in Q2 2025.
  • 184 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.