Lazard Asset Management
SMBK icon

Lazard Asset Management’s SmartFinancial SMBK Stock Holding History

Lazard Asset 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
Q3 		– Sell
-3,790
Closed -$128K – 2264
2025
Q2 		$128K Buy
+3,790
New +$117K ﹤0.01% 1808
2023
Q3 		– Sell
-1,457
Closed -$31K – 2456
2023
Q2 		$31K Buy
+1,457
New +$31.8K ﹤0.01% 1990

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Lazard Asset Management's SMBK Position: Q3 2025 in Review

Lazard Asset Management sold out of SmartFinancial (SMBK) in Q3 2025, closing a stake of 3,790 shares — an estimated $128K sold.

Lazard Asset Management first reported a position in SMBK in Q2 2023 and held it in 2 quarters. The position peaked at $128K in Q2 2025. 160 funds tracked by Wall St. Rank hold SMBK as of Q3 2025.

  • Lazard Asset Management reported no remaining SmartFinancial position as of Q3 2025 after selling out during the quarter.
  • Lazard Asset Management sold 3,790 SmartFinancial shares in Q3 2025, an estimated $128K.
  • Lazard Asset Management first reported a position in SmartFinancial in Q2 2023 and held it in 2 quarters.
  • Lazard Asset Management's SmartFinancial position peaked at $128K in Q2 2025.
  • 160 funds tracked by Wall St. Rank held SmartFinancial as of Q3 2025.

Based on Lazard Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.