Nuveen
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Nuveen’s SmartFinancial SMBK Stock Holding History

Nuveen’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 		$5.29M Buy
112,734
+15,800
+16% +$671K ﹤0.01% 2063
2026
Q1 		$3.79M Sell
96,934
-28,147
-23% -$1.11M ﹤0.01% 1998
2025
Q4 		$4.63M Buy
125,081
+25,765
+26% +$933K ﹤0.01% 1942
2025
Q3 		$3.55M Buy
99,316
+25,595
+35% +$916K ﹤0.01% 2071
2025
Q2 		$2.49M Buy
73,721
+3,071
+4% +$94.8K ﹤0.01% 2209
2025
Q1 		$2.2M Buy
70,650
+26,701
+61% +$888K ﹤0.01% 2304
2024
Q4 		$1.36M Hold
43,949
– – ﹤0.01% 2554
2024
Q3 		$1.28M Sell
43,949
-11,540
-21% -$318K ﹤0.01% 2644
2024
Q2 		$1.31M Buy
55,489
+11,540
+26% +$250K ﹤0.01% 2591
2024
Q1 		$926K Hold
43,949
– – ﹤0.01% 2735
2023
Q4 		$1.08M Buy
43,949
+5,926
+16% +$131K ﹤0.01% 2697
2023
Q3 		$813K Hold
38,023
– – ﹤0.01% 2657
2023
Q2 		$818K Hold
38,023
– – ﹤0.01% 2743
2023
Q1 		$880K Sell
38,023
-10,609
-22% -$277K ﹤0.01% 2653
2022
Q4 		$1.34M Sell
48,632
-7,046
-13% -$198K ﹤0.01% 2566
2022
Q3 		$1.38M Sell
55,678
-1,294
-2% -$32.7K ﹤0.01% 2589
2022
Q2 		$1.38M Buy
56,972
+6,295
+12% +$156K ﹤0.01% 2633
2022
Q1 		$1.31M Buy
50,677
+505
+1% +$13.4K ﹤0.01% 2696
2021
Q4 		$1.33M Sell
50,172
-10,677
-18% -$283K ﹤0.01% 2747
2021
Q3 		$1.54M Sell
60,849
-2,773
-4% -$68.5K ﹤0.01% 2796
2021
Q2 		$1.53M Buy
63,622
+2,781
+5% +$65.5K ﹤0.01% 2824
2021
Q1 		$1.32M Sell
60,841
-440
-0.7% -$9.28K ﹤0.01% 2793
2020
Q4 		$1.11M Buy
61,281
+8,004
+15% +$132K ﹤0.01% 2765
2020
Q3 		$724K Buy
53,277
+267
+0.5% +$3.77K ﹤0.01% 2820
2020
Q2 		$858K Buy
53,010
+11,264
+27% +$165K ﹤0.01% 2681
2020
Q1 		$635K Sell
41,746
-9,861
-19% -$194K ﹤0.01% 2690
2019
Q4 		$1.22M Buy
51,607
+9,563
+23% +$210K ﹤0.01% 2613
2019
Q3 		$876K Sell
42,044
-2,843
-6% -$59.9K ﹤0.01% 2751
2019
Q2 		$974K Buy
+44,887
New +$928K ﹤0.01% 2752

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

Nuveen's SMBK Position: Q2 2026 in Review

Nuveen increased its SmartFinancial (SMBK) stake by 16% in Q2 2026, buying an estimated $671K and bringing the position to 112,734 shares worth $5.29M. The position accounts for ﹤0.01% of the portfolio, ranked #2063.

Nuveen first reported a position in SMBK in Q2 2019 and has held it in 29 quarters since. 185 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

  • Nuveen held 112,734 shares of SmartFinancial worth $5.29M as of Q2 2026.
  • Nuveen bought 15,800 SmartFinancial shares in Q2 2026, an estimated $671K.
  • SmartFinancial made up ﹤0.01% of Nuveen's portfolio in Q2 2026, its #2063 holding.
  • Nuveen first reported a position in SmartFinancial in Q2 2019 and has held it in 29 quarters since.
  • 185 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Nuveen's 13F filing for Q2 2026, filed 11 Aug 2026.