Ohio Public Employees Retirement System (OPERS)’s SmartFinancial SMBK Stock Holding History

Ohio Public Employees Retirement System (OPERS)’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 Q1	$38.9K	Hold	995	–	–	﹤0.01%	2009
2025 Q4	$36.8K	Hold	995	–	–	﹤0.01%	2035
2025 Q3	$35.6K	Hold	995	–	–	﹤0.01%	2048
2025 Q2	$33.6K	Hold	995	–	–	﹤0.01%	2042
2025 Q1	$30.9K	Sell	995 -150	-13%	-$4.99K	﹤0.01%	2037
2024 Q4	$35.5K	Sell	1,145 -240	-17%	-$7.94K	﹤0.01%	2027
2024 Q3	$40.4K	Hold	1,385	–	–	﹤0.01%	1826
2024 Q2	$32.8K	Sell	1,385 -1,250	-47%	-$27K	﹤0.01%	1692
2024 Q1	$55.5K	Sell	2,635 -338	-11%	-$7.47K	﹤0.01%	1530
2023 Q4	$72.8K	Sell	2,973 -800	-21%	-$17.7K	﹤0.01%	1472
2023 Q3	$81K	Hold	3,773	–	–	﹤0.01%	1456
2023 Q2	$81K	Hold	3,773	–	–	﹤0.01%	1470
2023 Q1	$87K	Hold	3,773	–	–	﹤0.01%	1468
2022 Q4	$104K	Sell	3,773 -856	-18%	-$24K	﹤0.01%	1478
2022 Q3	$114K	Hold	4,629	–	–	﹤0.01%	1610
2022 Q2	$112K	Hold	4,629	–	–	﹤0.01%	1628
2022 Q1	$118K	Hold	4,629	–	–	﹤0.01%	1664
2021 Q4	$127K	Hold	4,629	–	–	﹤0.01%	1640
2021 Q3	$120K	Hold	4,629	–	–	﹤0.01%	1660
2021 Q2	$111K	Hold	4,629	–	–	﹤0.01%	1669
2021 Q1	$100K	Hold	4,629	–	–	﹤0.01%	1668
2020 Q4	$84K	Sell	4,629 -500	-10%	-$8.23K	﹤0.01%	1641
2020 Q3	$70K	Sell	5,129 -1,500	-23%	-$21.2K	﹤0.01%	1589
2020 Q2	$107K	Hold	6,629	–	–	﹤0.01%	1482
2020 Q1	$101K	Buy	6,629 +1,487	+29%	+$29.2K	﹤0.01%	1411
2019 Q4	$122K	Buy	+5,142	New	+$113K	﹤0.01%	1485

Other funds holding SMBK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PCMF

Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Ohio Public Employees Retirement System (OPERS)'s SMBK Position: Q1 2026 in Review

Ohio Public Employees Retirement System (OPERS) held its SmartFinancial (SMBK) position steady in Q1 2026 at 995 shares worth $38.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2009.

Ohio Public Employees Retirement System (OPERS) first reported a position in SMBK in Q4 2019 and has held it in 26 quarters since. The position peaked at $127K in Q4 2021. 175 funds tracked by Wall St. Rank hold SMBK as of Q1 2026.

Ohio Public Employees Retirement System (OPERS) held 995 shares of SmartFinancial worth $38.9K as of Q1 2026.
Ohio Public Employees Retirement System (OPERS) left its SmartFinancial share count unchanged in Q1 2026.
SmartFinancial made up ﹤0.01% of Ohio Public Employees Retirement System (OPERS)'s portfolio in Q1 2026, its #2009 holding.
Ohio Public Employees Retirement System (OPERS) first reported a position in SmartFinancial in Q4 2019 and has held it in 26 quarters since.
Ohio Public Employees Retirement System (OPERS)'s SmartFinancial position peaked at $127K in Q4 2021.
175 funds tracked by Wall St. Rank held SmartFinancial as of Q1 2026.

Based on Ohio Public Employees Retirement System (OPERS)'s 13F filing for Q1 2026, filed 14 May 2026.