MAM
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Martingale Asset Management’s SmartFinancial SMBK Stock Holding History

Martingale 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
2026
Q2 		$3.06M Buy
65,317
+11,548
+21% +$491K 0.07% 291
2026
Q1 		$2.1M Buy
53,769
+9,874
+22% +$390K 0.05% 341
2025
Q4 		$1.62M Sell
43,895
-10,593
-19% -$383K 0.04% 368
2025
Q3 		$1.95M Sell
54,488
-4,392
-7% -$157K 0.05% 324
2025
Q2 		$1.99M Buy
58,880
+1,442
+3% +$44.5K 0.05% 307
2025
Q1 		$1.79M Buy
57,438
+4,200
+8% +$140K 0.05% 322
2024
Q4 		$1.65M Buy
53,238
+23,852
+81% +$789K 0.04% 350
2024
Q3 		$856K Sell
29,386
-4,952
-14% -$136K 0.02% 498
2024
Q2 		$813K Buy
34,338
+5,160
+18% +$112K 0.02% 495
2024
Q1 		$615K Buy
29,178
+14,564
+100% +$322K 0.01% 577
2023
Q4 		$358K Sell
14,614
-70
-0.5% -$1.55K 0.01% 672
2023
Q3 		$314K Buy
14,684
+2,000
+16% +$46.3K 0.01% 680
2023
Q2 		$273K Sell
12,684
-17,324
-58% -$378K 0.01% 712
2023
Q1 		$694K Sell
30,008
-6,819
-19% -$178K 0.01% 538
2022
Q4 		$1.01M Buy
36,827
+370
+1% +$10.4K 0.02% 446
2022
Q3 		$902K Buy
36,457
+5
+0% +$126 0.02% 473
2022
Q2 		$881K Sell
36,452
-6,779
-16% -$168K 0.02% 495
2022
Q1 		$1.11M Sell
43,231
-392
-0.9% -$10.4K 0.02% 456
2021
Q4 		$1.19M Hold
43,623
– – 0.02% 450
2021
Q3 		$1.13M Buy
43,623
+10,689
+32% +$264K 0.01% 482
2021
Q2 		$792K Buy
32,934
+12,405
+60% +$292K 0.01% 468
2021
Q1 		$445K Sell
20,529
-4,097
-17% -$86.4K 0.01% 642
2020
Q4 		$447K Sell
24,626
-18,301
-43% -$301K 0.01% 645
2020
Q3 		$584K Sell
42,927
-39,605
-48% -$560K 0.01% 774
2020
Q2 		$1.34M Hold
82,532
– – 0.02% 655
2020
Q1 		$1.26M Buy
82,532
+10,093
+14% +$198K 0.02% 614
2019
Q4 		$1.71M Buy
+72,439
New +$1.59M 0.02% 638

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

Martingale Asset Management's SMBK Position: Q2 2026 in Review

Martingale Asset Management increased its SmartFinancial (SMBK) stake by 21% in Q2 2026, buying an estimated $491K and bringing the position to 65,317 shares worth $3.06M. The position accounts for 0.07% of the portfolio, ranked #291.

Martingale Asset Management first reported a position in SMBK in Q4 2019 and has held it in 27 quarters since. 185 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

  • Martingale Asset Management held 65,317 shares of SmartFinancial worth $3.06M as of Q2 2026.
  • Martingale Asset Management bought 11,548 SmartFinancial shares in Q2 2026, an estimated $491K.
  • SmartFinancial made up 0.07% of Martingale Asset Management's portfolio in Q2 2026, its #291 holding.
  • Martingale Asset Management first reported a position in SmartFinancial in Q4 2019 and has held it in 27 quarters since.
  • 185 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Martingale Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.