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Occudo Quantitative Strategies’s SmartFinancial SMBK Stock Holding History

Occudo Quantitative Strategies’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 		$631K Buy
13,457
+4,904
+57% +$208K 0.03% 456
2026
Q1 		$359K Sell
8,553
-252
-3% -$9.96K 0.02% 557
2025
Q4 		$326K Buy
8,805
+2,980
+51% +$108K 0.02% 483
2025
Q3 		$208K Sell
5,825
-315
-5% -$11.3K 0.03% 575
2025
Q2 		$207K Buy
+6,140
New +$190K 0.02% 536

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

Occudo Quantitative Strategies's SMBK Position: Q2 2026 in Review

Occudo Quantitative Strategies increased its SmartFinancial (SMBK) stake by 57% in Q2 2026, buying an estimated $208K and bringing the position to 13,457 shares worth $631K. The position accounts for 0.03% of the portfolio, ranked #456.

Occudo Quantitative Strategies first reported a position in SMBK in Q2 2025 and has held it in 5 quarters since. 185 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

  • Occudo Quantitative Strategies held 13,457 shares of SmartFinancial worth $631K as of Q2 2026.
  • Occudo Quantitative Strategies bought 4,904 SmartFinancial shares in Q2 2026, an estimated $208K.
  • SmartFinancial made up 0.03% of Occudo Quantitative Strategies's portfolio in Q2 2026, its #456 holding.
  • Occudo Quantitative Strategies first reported a position in SmartFinancial in Q2 2025 and has held it in 5 quarters since.
  • 185 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.