Northwestern Mutual Wealth Management’s SmartFinancial SMBK Stock Holding History

Northwestern Mutual Wealth 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	$91.3K	Hold	1,945	–	–	﹤0.01%	2316
2026 Q1	$76K	Hold	1,945	–	–	﹤0.01%	2288
2025 Q4	$71.9K	Hold	1,945	–	–	﹤0.01%	2265
2025 Q3	$69.5K	Hold	1,945	–	–	﹤0.01%	2203
2025 Q2	$65.7K	Sell	1,945 -4	-0.2%	-$123	﹤0.01%	2155
2025 Q1	$60.6K	Buy	+1,949	New	+$64.8K	﹤0.01%	2112
2019 Q1	–	Sell	-4,250	Closed	-$78K	–	2690
2018 Q4	$78K	Buy	+4,250	New	+$88.2K	﹤0.01%	1078

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

Northwestern Mutual Wealth Management's SMBK Position: Q2 2026 in Review

Northwestern Mutual Wealth Management held its SmartFinancial (SMBK) position steady in Q2 2026 at 1,945 shares worth $91.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2316.

Northwestern Mutual Wealth Management first reported a position in SMBK in Q4 2018 and has held it in 7 quarters since. 185 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

Northwestern Mutual Wealth Management held 1,945 shares of SmartFinancial worth $91.3K as of Q2 2026.
Northwestern Mutual Wealth Management left its SmartFinancial share count unchanged in Q2 2026.
SmartFinancial made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #2316 holding.
Northwestern Mutual Wealth Management first reported a position in SmartFinancial in Q4 2018 and has held it in 7 quarters since.
185 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.