Nisa Investment Advisors’s SmartFinancial SMBK Stock Holding History

Nisa Investment 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	$74K	Buy	1,577 +370	+31%	+$15.7K	﹤0.01%	1689
2026 Q1	$47.2K	Hold	1,207	–	–	﹤0.01%	1691
2025 Q4	$44.6K	Hold	1,207	–	–	﹤0.01%	1655
2025 Q3	$43.1K	Hold	1,207	–	–	﹤0.01%	1671
2025 Q2	$40.8K	Buy	1,207 +7	+0.6%	+$216	﹤0.01%	1647
2025 Q1	$37.3K	Hold	1,200	–	–	﹤0.01%	1670
2024 Q4	$37.2K	Hold	1,200	–	–	﹤0.01%	1763
2024 Q3	$35K	Hold	1,200	–	–	﹤0.01%	1737
2024 Q2	$28.4K	Hold	1,200	–	–	﹤0.01%	1821
2024 Q1	$25.3K	Hold	1,200	–	–	﹤0.01%	1823
2023 Q4	$29.4K	Hold	1,200	–	–	﹤0.01%	1760
2023 Q3	$25.6K	Hold	1,200	–	–	﹤0.01%	1933
2023 Q2	$25.8K	Hold	1,200	–	–	﹤0.01%	2001
2023 Q1	$28K	Hold	1,200	–	–	﹤0.01%	1905
2022 Q4	$33K	Hold	1,200	–	–	﹤0.01%	1898
2022 Q3	$35K	Hold	1,200	–	–	﹤0.01%	1876
2022 Q2	$29K	Hold	1,200	–	–	﹤0.01%	1927
2022 Q1	$31K	Hold	1,200	–	–	﹤0.01%	1965
2021 Q4	$32K	Hold	1,200	–	–	﹤0.01%	1835
2021 Q3	$31K	Hold	1,200	–	–	﹤0.01%	2019
2021 Q2	$29K	Hold	1,200	–	–	﹤0.01%	2057
2021 Q1	$26K	Hold	1,200	–	–	﹤0.01%	2089
2020 Q4	$22K	Buy	+1,200	New	+$19.8K	﹤0.01%	2108

Other funds holding SMBK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Nisa Investment Advisors's SMBK Position: Q2 2026 in Review

Nisa Investment Advisors increased its SmartFinancial (SMBK) stake by 31% in Q2 2026, buying an estimated $15.7K and bringing the position to 1,577 shares worth $74K. The position accounts for ﹤0.01% of the portfolio, ranked #1689.

Nisa Investment Advisors first reported a position in SMBK in Q4 2020 and has held it in 23 quarters since. 185 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

Nisa Investment Advisors held 1,577 shares of SmartFinancial worth $74K as of Q2 2026.
Nisa Investment Advisors bought 370 SmartFinancial shares in Q2 2026, an estimated $15.7K.
SmartFinancial made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #1689 holding.
Nisa Investment Advisors first reported a position in SmartFinancial in Q4 2020 and has held it in 23 quarters since.
185 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.