Millennium Management
SMBK icon

Millennium Management’s SmartFinancial SMBK Stock Holding History

Millennium 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
Q1 		$3.62M Buy
92,672
+9,270
+11% +$366K ﹤0.01% 3291
2025
Q4 		$3.09M Buy
83,402
+45,039
+117% +$1.63M ﹤0.01% 3523
2025
Q3 		$1.37M Sell
38,363
-1,501
-4% -$53.7K ﹤0.01% 4368
2025
Q2 		$1.35M Sell
39,864
-29,541
-43% -$912K ﹤0.01% 4202
2025
Q1 		$2.16M Buy
69,405
+9,150
+15% +$304K ﹤0.01% 3709
2024
Q4 		$1.87M Buy
60,255
+44,467
+282% +$1.47M ﹤0.01% 3703
2024
Q3 		$460K Buy
15,788
+1,877
+13% +$51.7K ﹤0.01% 4899
2024
Q2 		$329K Sell
13,911
-16,681
-55% -$361K ﹤0.01% 4857
2024
Q1 		$645K Buy
+30,592
New +$676K ﹤0.01% 4637
2023
Q2 		– Sell
-18,118
Closed -$419K – 6642
2023
Q1 		$419K Buy
18,118
+3,703
+26% +$96.5K ﹤0.01% 4710
2022
Q4 		$396K Sell
14,415
-3,229
-18% -$90.7K ﹤0.01% 4915
2022
Q3 		$436K Buy
+17,644
New +$445K ﹤0.01% 5080
2021
Q4 		– Sell
-8,608
Closed -$223K – 7336
2021
Q3 		$223K Sell
8,608
-1,331
-13% -$32.9K ﹤0.01% 6047
2021
Q2 		$239K Sell
9,939
-1,487
-13% -$35K ﹤0.01% 5905
2021
Q1 		$247K Buy
+11,426
New +$241K ﹤0.01% 5354
2020
Q4 		– Sell
-19,016
Closed -$258 – 5553
2020
Q3 		$258 Buy
+19,016
New +$269K ﹤0.01% 3930
2020
Q1 		– Sell
-111,402
Closed -$2.63M – 4428
2019
Q4 		$2.63M Buy
111,402
+45,852
+70% +$1.01M ﹤0.01% 2431
2019
Q3 		$1.36M Buy
65,550
+48,881
+293% +$1.03M ﹤0.01% 2674
2019
Q2 		$362K Buy
16,669
+6,198
+59% +$128K ﹤0.01% 3437
2019
Q1 		$198K Buy
+10,471
New +$200K ﹤0.01% 3740
2018
Q3 		– Sell
-48,209
Closed -$1.24M – 4240
2018
Q2 		$1.24M Buy
48,209
+26,284
+120% +$644K ﹤0.01% 2696
2018
Q1 		$517K Buy
+21,925
New +$490K ﹤0.01% 3007
2017
Q2 		– Sell
-38,934
Closed -$819K – 3828
2017
Q1 		$819K Buy
+38,934
New +$815K ﹤0.01% 2519

Other funds holding SMBK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Millennium Management's SMBK Position: Q1 2026 in Review

Millennium Management increased its SmartFinancial (SMBK) stake by 11% in Q1 2026, buying an estimated $366K and bringing the position to 92,672 shares worth $3.62M. The position accounts for ﹤0.01% of the portfolio, ranked #3291.

Millennium Management first reported a position in SMBK in Q1 2017 and has held it in 23 quarters since. 175 funds tracked by Wall St. Rank hold SMBK as of Q1 2026.

  • Millennium Management held 92,672 shares of SmartFinancial worth $3.62M as of Q1 2026.
  • Millennium Management bought 9,270 SmartFinancial shares in Q1 2026, an estimated $366K.
  • SmartFinancial made up ﹤0.01% of Millennium Management's portfolio in Q1 2026, its #3291 holding.
  • Millennium Management first reported a position in SmartFinancial in Q1 2017 and has held it in 23 quarters since.
  • 175 funds tracked by Wall St. Rank held SmartFinancial as of Q1 2026.

Based on Millennium Management's 13F filing for Q1 2026, filed 15 May 2026.