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SMBK icon

NewEdge Advisors’s SmartFinancial SMBK Stock Holding History

NewEdge Advisors’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 		$804K Sell
17,140
-12,289
-42% -$522K ﹤0.01% 1803
2026
Q1 		$1.15M Buy
29,429
+2,778
+10% +$110K ﹤0.01% 1409
2025
Q4 		$986K Buy
26,651
+13,834
+108% +$501K ﹤0.01% 1500
2025
Q3 		$458K Sell
12,817
-418
-3% -$15K ﹤0.01% 1879
2025
Q2 		$447K Buy
13,235
+12,873
+3,556% +$397K ﹤0.01% 1761
2025
Q1 		$11.3K Buy
+362
New +$12K ﹤0.01% 3057

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

NewEdge Advisors's SMBK Position: Q2 2026 in Review

NewEdge Advisors reduced its SmartFinancial (SMBK) stake by 42% in Q2 2026, selling an estimated $522K and leaving 17,140 shares worth $804K. The position accounts for ﹤0.01% of the portfolio, ranked #1803.

NewEdge Advisors first reported a position in SMBK in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.15M in Q1 2026. 185 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

  • NewEdge Advisors held 17,140 shares of SmartFinancial worth $804K as of Q2 2026.
  • NewEdge Advisors sold 12,289 SmartFinancial shares in Q2 2026, an estimated $522K.
  • SmartFinancial made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1803 holding.
  • NewEdge Advisors first reported a position in SmartFinancial in Q1 2025 and has held it in 6 quarters since.
  • NewEdge Advisors's SmartFinancial position peaked at $1.15M in Q1 2026.
  • 185 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.