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John Overdeck’s SmartFinancial SMBK Stock Holding History

John Overdeck’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 		$8.84M Buy
188,433
+18,549
+11% +$788K 0.01% 1613
2026
Q1 		$6.64M Buy
169,884
+45,226
+36% +$1.79M 0.01% 1742
2025
Q4 		$4.61M Buy
124,658
+55,397
+80% +$2.01M 0.01% 1787
2025
Q3 		$2.47M Sell
69,261
-255
-0.4% -$9.12K ﹤0.01% 1989
2025
Q2 		$2.35M Buy
69,516
+20,030
+40% +$618K ﹤0.01% 1720
2025
Q1 		$1.54M Buy
49,486
+18,548
+60% +$617K ﹤0.01% 1904
2024
Q4 		$958K Buy
30,938
+14,810
+92% +$490K ﹤0.01% 2206
2024
Q3 		$470K Buy
16,128
+775
+5% +$21.3K ﹤0.01% 2506
2024
Q2 		$363K Sell
15,353
-9,421
-38% -$204K ﹤0.01% 2516
2024
Q1 		$522K Sell
24,774
-1,314
-5% -$29K ﹤0.01% 2312
2023
Q4 		$639K Buy
26,088
+1,118
+4% +$24.7K ﹤0.01% 2333
2023
Q3 		$534K Sell
24,970
-1,780
-7% -$41.2K ﹤0.01% 2245
2023
Q2 		$575K Buy
26,750
+5,193
+24% +$113K ﹤0.01% 2272
2023
Q1 		$499K Sell
21,557
-10,218
-32% -$266K ﹤0.01% 2206
2022
Q4 		$874K Buy
31,775
+10,805
+52% +$303K ﹤0.01% 1768
2022
Q3 		$518K Buy
20,970
+6,242
+42% +$158K ﹤0.01% 1762
2022
Q2 		$356K Sell
14,728
-3,889
-21% -$96.6K ﹤0.01% 1958
2022
Q1 		$476K Sell
18,617
-7,800
-30% -$207K ﹤0.01% 2044
2021
Q4 		$723K Sell
26,417
-2,025
-7% -$53.7K ﹤0.01% 2869
2021
Q3 		$735K Sell
28,442
-6,281
-18% -$155K ﹤0.01% 2910
2021
Q2 		$834K Sell
34,723
-647
-2% -$15.2K ﹤0.01% 2637
2021
Q1 		$766K Buy
+35,370
New +$746K ﹤0.01% 2560
2020
Q1 		– Sell
-23,279
Closed -$551K – 3761
2019
Q4 		$551K Buy
23,279
+11,179
+92% +$246K ﹤0.01% 2720
2019
Q3 		$252K Buy
+12,100
New +$255K ﹤0.01% 3059
2019
Q2 		– Sell
-10,000
Closed -$189K – 3638
2019
Q1 		$189K Buy
+10,000
New +$191K ﹤0.01% 2829
2018
Q4 		– Sell
-9,200
Closed -$217K – 3477
2018
Q3 		$217K Buy
+9,200
New +$229K ﹤0.01% 2966

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

John Overdeck's SMBK Position: Q2 2026 in Review

John Overdeck increased its SmartFinancial (SMBK) stake by 11% in Q2 2026, buying an estimated $788K and bringing the position to 188,433 shares worth $8.84M. The position accounts for 0.01% of the portfolio, ranked #1613.

John Overdeck first reported a position in SMBK in Q3 2018 and has held it in 26 quarters since. 184 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

  • John Overdeck held 188,433 shares of SmartFinancial worth $8.84M as of Q2 2026.
  • John Overdeck bought 18,549 SmartFinancial shares in Q2 2026, an estimated $788K.
  • SmartFinancial made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1613 holding.
  • John Overdeck first reported a position in SmartFinancial in Q3 2018 and has held it in 26 quarters since.
  • 184 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.