Marshall Wace’s SmartFinancial SMBK Stock Holding History

Marshall Wace’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 Q1	–	Sell	-30,786	Closed	-$1.14M	–	3644
2025 Q4	$1.14M	Buy	30,786 +25,048	+437%	+$907K	﹤0.01%	1860
2025 Q3	$205K	Sell	5,738 -10,497	-65%	-$376K	﹤0.01%	2567
2025 Q2	$548K	Buy	+16,235	New	+$501K	﹤0.01%	2114
2020 Q1	–	Sell	-6,210	Closed	-$147K	–	2024
2019 Q4	$147K	Buy	+6,210	New	+$137K	﹤0.01%	1402
2019 Q2	–	Sell	-1,973	Closed	-$37K	–	1799
2019 Q1	$37K	Buy	1,973 +173	+10%	+$3.31K	﹤0.01%	1568
2018 Q4	$33K	Buy	+1,800	New	+$37.3K	﹤0.01%	1492

Other funds holding SMBK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PCMF

Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Marshall Wace's SMBK Position: Q1 2026 in Review

Marshall Wace sold out of SmartFinancial (SMBK) in Q1 2026, closing a stake of 30,786 shares — an estimated $1.14M sold.

Marshall Wace first reported a position in SMBK in Q4 2018 and held it in 6 quarters. The position peaked at $1.14M in Q4 2025. 175 funds tracked by Wall St. Rank hold SMBK as of Q1 2026.

Marshall Wace reported no remaining SmartFinancial position as of Q1 2026 after selling out during the quarter.
Marshall Wace sold 30,786 SmartFinancial shares in Q1 2026, an estimated $1.14M.
Marshall Wace first reported a position in SmartFinancial in Q4 2018 and held it in 6 quarters.
Marshall Wace's SmartFinancial position peaked at $1.14M in Q4 2025.
175 funds tracked by Wall St. Rank held SmartFinancial as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.