Panagora Asset Management’s SmartFinancial SMBK Stock Holding History

Panagora Asset 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	$3.08M	Buy	65,649 +1,596	+2%	+$67.8K	0.01%	535
2026 Q1	$2.5M	Buy	64,053 +611	+1%	+$24.1K	0.01%	543
2025 Q4	$2.35M	Sell	63,442 -42	-0.1%	-$1.52K	0.01%	535
2025 Q3	$2.27M	Buy	63,484 +701	+1%	+$25.1K	0.01%	499
2025 Q2	$2.12M	Buy	62,783 +11,841	+23%	+$366K	0.01%	462
2025 Q1	$1.58M	Buy	50,942 +17,379	+52%	+$578K	0.01%	570
2024 Q4	$1.04M	Buy	33,563 +423	+1%	+$14K	﹤0.01%	648
2024 Q3	$966K	Sell	33,140 -526	-2%	-$14.5K	﹤0.01%	748
2024 Q2	$797K	Hold	33,666	–	–	﹤0.01%	789
2024 Q1	$709K	Sell	33,666 -1,562	-4%	-$34.5K	﹤0.01%	896
2023 Q4	$863K	Sell	35,228 -261	-0.7%	-$5.78K	﹤0.01%	860
2023 Q3	$758K	Buy	+35,489	New	+$821K	﹤0.01%	868
2023 Q2	–	Sell	-11,957	Closed	-$277K	–	1455
2023 Q1	$277K	Buy	11,957 +42	+0.4%	+$1.09K	﹤0.01%	1281
2022 Q4	$328K	Sell	11,915 -3,099	-21%	-$87K	﹤0.01%	1262
2022 Q3	$371K	Hold	15,014	–	–	﹤0.01%	1219
2022 Q2	$363K	Hold	15,014	–	–	﹤0.01%	1260
2022 Q1	$384K	Hold	15,014	–	–	﹤0.01%	1300
2021 Q4	$411K	Buy	15,014 +4,222	+39%	+$112K	﹤0.01%	1280
2021 Q3	$279K	Buy	10,792 +10,551	+4,378%	+$261K	﹤0.01%	1544
2021 Q2	$6K	Buy	+241	New	+$5.67K	﹤0.01%	2445
2020 Q4	–	Sell	-208	Closed	-$3K	–	2930
2020 Q3	$3K	Hold	208	–	–	﹤0.01%	2557
2020 Q2	$3K	Hold	208	–	–	﹤0.01%	2441
2020 Q1	$3K	Buy	+208	New	+$4.08K	﹤0.01%	2357
2019 Q2	–	Sell	-7,511	Closed	-$142K	–	2667
2019 Q1	$142K	Hold	7,511	–	–	﹤0.01%	1799
2018 Q4	$137K	Hold	7,511	–	–	﹤0.01%	1728
2018 Q3	$177K	Hold	7,511	–	–	﹤0.01%	1719
2018 Q2	$193K	Buy	+7,511	New	+$184K	﹤0.01%	1677

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

Panagora Asset Management's SMBK Position: Q2 2026 in Review

Panagora Asset Management increased its SmartFinancial (SMBK) stake by 2.5% in Q2 2026, buying an estimated $67.8K and bringing the position to 65,649 shares worth $3.08M. The position accounts for 0.01% of the portfolio, ranked #535.

Panagora Asset Management first reported a position in SMBK in Q2 2018 and has held it in 27 quarters since. 185 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

Panagora Asset Management held 65,649 shares of SmartFinancial worth $3.08M as of Q2 2026.
Panagora Asset Management bought 1,596 SmartFinancial shares in Q2 2026, an estimated $67.8K.
SmartFinancial made up 0.01% of Panagora Asset Management's portfolio in Q2 2026, its #535 holding.
Panagora Asset Management first reported a position in SmartFinancial in Q2 2018 and has held it in 27 quarters since.
185 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Panagora Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.